IHT & Estate Planning

Inheritance Tax (IHT) is a major concern for increasing numbers of UK citizens, as rising property prices mean more estates fall within the threshold. If you want to minimise your liabilities and maximise the amount that goes to your beneficiaries, you must take full advantage of the tax opportunities.  These decisions should be made long before you expect to pass away. You must also make adequate provision for yourself and your spouse in terms of the possible need for long term care.

Striking this balance and finding the best way through the maze of legislation, takes considerable skill and foresight, as well as a detailed knowledge of the current tax regime. Our expert advice will prove invaluable in all these areas:

• Help with preparing and reviewing your will
• Making full use of exemptions and lower tax rates
• Optimising lifetime transfers between spouses
• Transferring agricultural or business property
• Transferring assets into trust
• Arranging life assurance to cover potential IHT liabilities

We strongly advise you to begin your Estate and Inheritance Tax Planning immediately, by contacting us for a preliminary review.

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