Inheritance Tax Planning

Will the Tax man be your largest beneficiary?

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Don't underestimate the impact that Inheritance Tax will have on your estate - it could mean that the tax man is your largest single beneficiary. Your estate will be liable to pay 40% on assets above the Inheritance Tax threshold of £285,000 (2006-7). But with careful management, you could often significantly reduce the liability.

A Voluntary Tax?
Roy Jenkins, the former Labour Chancellor of the Exchequer, famously described Inheritance Tax as "a voluntary levy paid by those who distrust their heirs more than they dislike the Inland Revenue". But there are ways to avoid this, aiming to make sure it's your beneficiaries who profit.

Do you need to consider Inheritance Tax?
With house prices soaring, particularly in the South, your property alone is likely to be very valuable to the tax man. During the past five years, the Inheritance Tax threshold has only increased by 16% while house prices have increased by around 60% - which means we're paying far more tax on property. But there are ways to avoid this, aiming to make sure it's your beneficiaries who profit.

How does our service help?
We aim to take the hassle and complexity out of the process for you, save you time, money and help you make smart, well informed decisions.

To take advantage of an initial meeting, please contact us.