Independent Financial Adviser in Colchester, Essex - Woodruff Financial Planning
independent financial advisers colchester essex members of the institute of financial planning (IFP)Independent Financial Adviser in Colchester Essex
   
independent financial adviser in colchester essex

Inheritance Tax Report

Click here to find out more about inheritance tax.

This is a growing area of concern for many clients whose assets are worth more than £312,000. When a person dies, they are potentially liable for tax at 40% of the value of assets over this amount. With the rate of increase in the value of many homes, a lot of people are finding that they fall into this category.

The Inheritance Tax Report is a comprehensive review that examines the following areas:

Summary of your current situation
Including a calculation of the tax payable if you die.

Options and Conclusions
Including a description of the options open to you, the advantages, disadvantages and practical implications of taking each option.

Recommendations
A summary of the advice to you.

Click here to download a free leaflet on our inheritance tax report service.

Click here to view our newsletters on inheritance tax planning.

Click here to go to the inheritance tax section of our website.

Please contact us to find out more about the inheritance tax report.
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--- Core Services --- Financial Planning --- Financial Advice --- Financial Health Check --- Portfolio Management --- Inheritance Tax Report --- Pensions Transfer Analysis --- Long term care ---
--- Write: Suite 43, The Colchester Centre, Hawkins Road , Colchester, Essex, CO2 8JX --- Phone: 01206 266882 --- Email: click here ---
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Dan Woodruff, trading as Woodruff Financial Planning, is an Independent Financial Adviser with Julian Harris Financial Consultants who are Independent Financial Advisers authorised and regulated by the Financial Services Authority No. 153566.
By viewing this site, you are deemed to accept our terms and conditions in full. This site is for information only, and does not constitute financial advice.
Independent Financial Adviser Colchester Essex UKFor United Kingdom residents over 18 only. © 2003 - 2008 Woodruff Financial Planning.