Inheritance Tax Planning

Careful Inheritance Tax planning is all about ensuring that you pass on as much wealth as possible to your loved ones, rather than the tax man.

With the Tax Landscape becoming evermore complex, it's worth reviewing your position now and planning ahead.

Who is affected?

If the value of your estate (being the value of assets that you own, the less liabilities you owe), exceeds £325,000 then you could be liable for IHT. Formulating a plan in order to minimise your tax liability is, therefore, essential.

Our inheritance tax lifetime service can help advise you and further details can be found by clicking the PDF link at the top of the page.

To find out more please contact Calvin Healy on 01225 325580 or email ch@richardsonswift.co.uk