Inheritance Tax

If your estate is worth more than £325,000 in the current 2009/2010 financial tax-year then potentially all assets above this amount will be taxed at 40%. Specialist planning for this needs careful consideration and there are a number of routes to help mitigate this tax. The key, in our experience, is to act sooner rather than later.

Our financial advice comes from many years of experience in this marketplace - from inheritance tax seminars to keeping up with current legislation - to deliver solutions that are appropriate to your circumstances.

Our service includes the following areas:

• Whole of life
• Discretionary Will Trusts
• Gift and Loan Schemes
• Loan Trusts
• Wills

Do you want more information on Inheritance Tax Planning?

Complete an enquiry form if you have any specific requirements.

Past performance is no guide to future performance. Investment values will fluctuate in value over time.