INHERITANCE TAX

PROTECT YOUR WEALTH

Thinking to the future and when you might die may not have crossed your mind.

However, if your assets are worth more than £325,000 when you die, there could be a sizeable Inheritance Tax (IHT) bill to pay so, whatever your age, it is worth thinking ahead.

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We appreciate the sensitivities around IHT and acting for clients over many years ensures we have a thorough understanding of their affairs.

Calvin Healy

Director

HOW WE CAN HELP

We help clients of all ages and their families to consider their exposure to Inheritance Tax (IHT) and how they can be more tax efficient in the future.

YOU TALK

YOU TALK

Reviewing your likely IHT position begins with pulling together a snapshot of everything you own and owe, examining what reliefs and exemptions might apply on your death, and working out what can be done to improve this liability.

WE LISTEN

WE LISTEN

We listen carefully to your wants and wishes, as well as your needs, and help you to strike the balance between making lifetime gifts, whilst ensuring you can maintain your lifestyle.

WE ADVISE

WE ADVISE

As part of our review, we will help you understand how you can minimise IHT and the options available. These range from simple measures, such as making use of annual exemptions or gifting surplus income, through to restructuring your assets, as well as offering Will writing support through our trusted network of contacts. Please call us or fill out the contact form below to find out more.

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CONTACT CALVIN