Inheritance Planning


Inheritance

Have you minimised your Inheritance tax liabilities to ensure that your chosen beneficiaries inherit as much of your estate as possible?

If your property, savings and other assets are worth more than £325,000* HM Revenue & Customs (The Tax Man) is likely to be one of your beneficiaries, in fact depending upon the size of your estate he could be one of your biggest, as tax is payable at 40% on the amount above this threshold.

By planning ahead and taking advantage of the many exemptions and reliefs, there is enormous scope to save thousands in Inheritance Tax. Additionally simple planning can help to ensure your beneficiaries have the means to pay any tax bill due.

Inheritance Tax planning can take the form of one or more of the following actions:

- Making provision for the payment of tax
- Making Gifts in your lifetime
- Utilisation of various types of Trust

We are able to offer you a comprehensive, personalised service that is vital when considering what steps of action to take.

*£650,000 for a married couple. Tax information given is based on the 2017/2018 tax year, and may be subject to change in the future.

In the 2017/18 tax year an additional main residence relief will apply of £100,000, in effect increasing the total Nil Rate Band to £425,000 or £850,000 for a couple.



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