Inheritance Tax planning
“Inheritance tax is a voluntary tax, payable by those whose distrust of their heirs is slightly greater than their dislike of the government.” – Roy Jenkins
How we can help
Death Duties. Estate Duty. Inheritance Tax. Whatever you call it, it amounts to the same thing: when you die, the taxman will grab as much of your wealth as he can. And that means that early, effective Inheritance Tax planning is absolutely essential.
In fact, for most people, Inheritance Tax is truly voluntary. By taking some simple, straightforward actions, you can minimise it or even avoid it completely. But it pays to get expert Inheritance Tax planning advice.
We help you manage your money right up to the day you no longer need it. And because we manage every aspect of your wealth, we also ensure that it passes on to your children or dependants intact. Inheritance tax planning is a key part of what we do.
We can work alongside your current advisors, or we can refer you to our own expert, carefully chosen contacts. But however we work, we’ll make sure you don’t pay a penny of tax unnecessarily.
Take the first step
We’re always happy to talk through your Inheritance tax planning needs and priorities without obligation. Contact us today.
The Financial Services Authority does not regulate tax advice.