Inheritance Tax Advice

If you have assets over £325,000 (or £650,000 for married couples and civil partners) then you should be concerned about the impact of this tax. Anyone with assets over this amount will be liable to tax at 40% on the excess.

With the recent increase in house prices many people who own a modest house and have some savings will find themselves over this threshold.

As Independent Financial Advisors, we are able to advise you on your inheritance tax liability and develop plans to avoid inheritance tax altogether or minimise the effect of this tax on your estate.

Clients who receive inheritance advice from us often then subscribe to our Financial Planning Service.

Our Financial Planning service looks at all aspects of your lifestyle, goals and requirements and develops a financial strategy suitable for you. The result is that you know exactly where you are now, and more importantly, where you are going. The service aims to guarantee that you reach your financial goals.