Tax Planning

Make Sure the Inland Revenue Doesn't Get 40% of Your Estate

You may already be aware that inheritance tax is charged at 40% on estates worth over £325,000. The value of your estate includes not just your home and other property but also all savings, investments and policies. If you have worked hard all your life to build a secure future for your family, the last thing you want is for the Inland Revenue to take 40% of it on your death. With careful tax planning, we can help to keep your tax liability to an absolute minimum. We work closely with other professionals including, accountants and financial advisors to ensure that all your tax planning requirements are dealt with in the most efficient and costs effective way.

We specialise in the following areas:

• Tax planning within your will
• Redistributing your assets
• Lifetime gifts
• Trusts
• Arrange independent financial advice with one of our panel of experts.

For more information on tax planning contact us today.