Inheritance tax planning

When your individual estate reaches a certain level (currently £325,000) everything above that is taxed at 40%. It is possible however to take certain steps to reduce or even extinguish that liability.

There are various mechanisms we employ to achieve an inheritance tax saving, some of which are as follow;

• Inheritance tax planning through Wills
• Use of lifetime gifts (including gifts into trusts)

We can guide you through the process and help you understand what options are best for your circumstances