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Inheritance Tax Planning

Effective inheritance tax planning could save your family tens of thousands of pounds.

Inheritance tax (IHT) represents a liability that almost everybody wishes to minimise, so that they can pass on as many of their assets as possible to their intended heirs. As a result of continual rises in house prices over recent years, inheritance tax could affect many people. IHT has been called the most voluntary of all taxes, because there are so many routes to mitigate it. There are many steps that can be taken, with the proper preparation and advice, to mitigate the amount of tax that will have to be paid.

As part of our wealth management services, we advise on inheritance planning and regularly review this to make sure that it is still suitable and as efficient as it can be, taking into account your wishes and changing tax legislation.

Our advisers are available for a free, no-obligation initial meeting call us now on 0845 388 8851 or request a call back.

The Financial Services Authority does not regulate taxation and trust advice. Levels, bases of and reliefs from taxation may be subject to change and depend on the individual circumstances of each client
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