Inheritance tax planning

Inheritance tax has been described as the ‘voluntary’ tax for the very wealthy (because they can afford to give wealth away during their lifetimes), but a serious problem for the merely ‘comfortable’ (because they need to keep personal wealth to fund their retirement).

Over the years, ‘comfortable’ people have increasingly found that property values mean their estates will be liable for inheritance tax when they die.

Our specialist advisers can help you put together a plan for minimising the inheritance tax on your estate, using strategies such as:

  • Gifts in your lifetime, including trusts
  • A tax-efficient Will
  • Life assurance

Contact us to find out how we can help ensure more of your money passes to the people you choose, rather than the tax man.

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