People with concerns over Inheritance Tax (IHT)
Planning doesn’t need to be a complicated business although people can fret over who gets what and when. There may also be concerns over how younger family members may manage any inheritance.
Clients can be concerned about passing on their value and responsibilities along with their assets for a “successful inheritance”. It’s a challenging area and we are pleased to discuss how it may be approached.
It can be a source of stress or even family disputes however objective advice can help work through these issues and put matters in order.
What you can expect from us:
An initial review of your estate to understand the extent and implications of the current and potential liability
A structured planning approach which addresses as much as you are comfortable addressing
A cash flow model to show how implementing each stage of the plan will reduce tax
The Financial Conduct Authority does not regulate Inheritance Tax Planning.
Get in touch
If you would like a chat to find out more, or have any questions about financial planning, then please get in touch.
