Inheritance tax planning
The right inheritance tax advice for you
An increasing number of people have an Inheritance Tax (IHT) liability,
due to their wealth increasing at a greater rate than the nil rate band thresholds.
- The nil rate band currently stands at £325,000 (2012/2013)
- Upon death, if total assets exceed this amount, every £1 over the threshold will
incur 40% tax!
To fully mitigate or significantly reduce your potential inheritance
tax liability, check out some of the solutions below (to select
the appropriate solutions for you make sure you address inheritance tax mitigation
alongside your other financial objectives).
Steps to reduce or avoid inheritance tax
- Make use of annual gift exemptions
- Consider giving away assets
- Set up a Trust
- Invest in exempt assets
- Spend it!
Contact us now to get the right inheritance tax advice for you by completing our, no obligation,
online enquiry form and we
will call you back or you can call us directly on 0808 129 3320.