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Inheritance Tax Planning (IHT) Planning

By planning ahead, you can potentially save your family thousands of pounds in Inheritance Tax

It’s never too early to start exploring your options.

Inheritance Tax (IHT) is a tax which may be paid on your estate (your money, possessions and your share of any property) when you die, reducing how much value will ultimately pass to your beneficiaries.

Your beneficiaries are the people you want to leave your money and assets to when you die.

Inheritance Tax (IHT) planning is a fundamental part of wealth management. By planning ahead, you can potentially save your family thousands of pounds in Inheritance Tax when you die and ensure that your wealth is preserved for future generations.

If you want to pass on as much of your wealth as possible, it’s a good idea to plan ahead for Inheritance Tax. It’s never too early to start exploring your options. With a careful plan, you can protect your assets from IHT and minimise the potential tax burden on your family. We will work with you and your family from assistance in writing a will through to setting up trusts and gifting of assets to reduce the value of your estate and thereby minimize IHT.