Inheritance tax planning

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Inheritance tax Planning.

If you want to be sure your lifetime’s savings and investments can be enjoyed by your family, friends and chosen beneficiaries, then inheritance tax planning is essential – I can provide the knowledge and expertise to help limit any future tax liability.

With the rise in property prices over the years, an ever increasing number of people are becoming liable to inheritance tax – and that could have a significant effect on the value of your estate and any legacies or bequests you make.

Trusts

As an Independent Financial Adviser, my expertise in these matters gives you a viable and practical way to help minimise your tax liability – by carefully structuring your financial affairs so that you’re able to fully benefit from all the exemptions and reliefs to which you’re entitled.

I may recommend life assurance plans or trusts or talk to you about getting your Will reviewed and how this can be setup. Either way, I will clearly explain the benefits and consequences of each route – and whatever the best solution, you can be sure my proposals will meet your requirements as appropriately and effectively as possible.

Past performance is not a guide to future performance.

The value of investments and any income from them can fall as well as rise. Capital values are at risk and not guaranteed.

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inheritance Tax planning

Our advisers and will be able to prepare you and your family for a time when you are no longer here.

Expert Independent Financial Adviser.

Whatever stage of life, it is never too late or too early to speak to an independent financial adviser. Take the hassle out of financial planning. Get in touch to discuss your goals today.