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Family Portrait

Inheritance Tax (IHT) Planning

LEAVE A LEGACY, NOT A LIABILITY

Inheritance Tax is paid on the estate (the property, money and possessions) of someone who’s died.  â€‹With IHT charged at 40% of your estate after any relevant allowances have been considered, it's perhaps no surprise it's been labelled "Britian's most hated tax".

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With years' of house price growth driving estate values upwards, more estates will be liable for £thousands in IHT.  So it's easy to see why getting advice on the complex IHT rules can be extremely worthwhile to ensure you avoid overpaying.

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We can explain all the (perfecty legal) ways you can mitigate IHT so more of your wealth can be passed onto whoever you'd prefer to benefit. Don't let HMRC be the biggest beneficiary of your estate. 

 

Don't delay - many of your options require years of planning ahead to be effective.

IHT - KEY FACTS

Inheritance Tax (IHT) is paid at 40% of your assets
The Inheritance Tax (IHT) allowance (Nil Rate Band or NRB) is currently only £325,000
Some lifetime gifts can reduce Inheritance Tax (IHT) but others do not

Book a free consultation at a time that suits you

Want to save loved ones from the stress of paying for your funeral?

Want to pay less for the same service?

Want to get it sorted now, whilst you can?


Book a free, no obligation consultation to discuss your options.

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