Inheritance Tax Planning

Inheritance has become a hot topic amongst politicians in recent years. It is one that we ignore at our peril. Without the right inheritance tax provisions the Government could benefit more from your life’s work than your family. That’s why it is important to work out what you may be liable for on death – and then talk to an independent expert on how best to balance things in your favour. 

Estate planning is not regulated by the Financial Conduct Authority.

Related Publications:

  • You and yours – estate planningYou and yours – estate planning

    For many people, estate planning is pushed to the bottom of the ‘do later’ list, like tax returns. Estate planning is also a subject that requires you to contemplate your own demise and none of us expect to pass away tomorrow, so deferral easily sets in. However, before then there is always the possibility that death will come suddenly, through an accident or previously unnoticed medical condition.

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  • Financial protection – for you and your familyFinancial protection – for you and your family

    Investment planning is now more of a science, rather than an art. Technology, ever-increasing investment opportunities and stricter regulation have all encouraged the more scientific approach. But has your investment strategy kept pace?

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Related Videos:

Interested in any of these topics?

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