Inheritance Tax And Protecting Your Estate

Inheritance Tax and Estate Planning

Inheritance Tax and estate planning is quickly becoming one of the key concerns for individuals in the UK. Where once, dealing with Inheritance Tax after the passing of a family member only affected the very wealthy, in recent years an increase in property values, personal investment portfolios and pensions have all contributed to a greater number of families facing the issue of how to deal with tax liabilities after a loved one has passed away.

Inheritance Tax can be costly

The issue of Inheritance Tax can be complicated and costly if you get it wrong, and many families are now looking for professional advice to help them. Early planning can help you protect your wealth for the future and take the stress away from your beneficiaries when dealing with your estate after you have passed away.

For most people, writing a will is a natural thing to do in order to protect their estate. Making plans around how you can mitigate the tax liabilities on your estate should be seen in the same way.

There are a number of ways in which our advisers can help you with inheritance planning for your estate, not least by combining their tax expertise with investment planning to help you take advantage of individual tax allowances whilst investing your wealth in order for it to grow.

Get in touch for forward-thinking, impartial advice

Do you have a specific issue you’d like to discuss? Or are you simply looking for a long-term plan that protects your financial future? We’re here to provide you with answers.