IHT and Estate Planning

Estate Planning is an important part of your Financial Planning.  If you fail to plan your Executors and Trustees may have to pay a proportion of your wealth to the government and not to your family and loved ones.  At present, that could mean that the taxman would receive 40% of anything over £325,000.

We can help you on the most tax efficient procedures when it comes to Inheritance Tax and Estate Planning from simply writing a will to placing your Investments under Trust.  IHT Planning is not always straightforward, the earlier you begin to plan the better.

The Financial Conduct Authority does not regulate Tax Advice, Trusts or wills.