Inheritance Tax. It’s the tax that everyone loves to hate, and often with good reason. Without proper planning, Inheritance Tax can cost your loved ones hundreds of thousands of pounds in the event of your death – not a cheery thought. But with expert advice and careful financial planning, it’s possible to mitigate it effectively and without a huge burden of effort.
Our clients consistently tell us that Inheritance Tax is one of the primary issues they face. The aim of this guide is to condense the key points of our advice. It’s a guide to how you can, with effective planning, mitigate the effect that Inheritance Tax has on your estate – as an individual, as a family or as a business owner (or a combination of the three).
Inheritance Tax can impact on a number of overlapping areas of our lives, and each part of this guide will look at a different aspect. We will cover wealth and financial planning, asset management, and the legal concerns for individuals, families and businesses.
Download our Complete Guide to Inheritance Tax now, and contact us today for more information about how we can help you to mitigate the effects of Inheritance Tax on your family’s wealth.
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This guide does not constitute financial or investment advice. Individuals must not rely on this information to make a financial or investment decision. Before making any decision, we recommend you consult your financial planner and/or investment manager to take into account your particular investment objectives, financial situation and individual needs.
Past performance is not a guide to future performance. The value of an investment and the income from it may go down as well as up and investors may not get back the amount originally invested, therefore your capital is always at risk.