Inheritance Tax Planning

Once you’ve ensured that your money can provide the best life for you, most people want to make sure that anything left over stays in the family.

Making your money last as long as you do is crucial, but once that’s taken care of, it’s time to start thinking of the next generations.

Simply writing a will doesn’t necessarily mean your money will end up with who you want it to. Often the taxman takes a massive chunk before your family even sees a penny. And if you haven’t planned so that your family gets as much of your wealth as possible, the chances are that your hard-earned money will be swiped from right under their noses.

At that point, it’s way too late. There’s nothing anyone can do about it.

Many of our clients find themselves asking questions such as:

  • “How can I know if I’ll be affected by Inheritance Tax?”
  • “How can I protect my wealth for my family?”
  • “How can I be sure I’ve got the correct measures in place?”
  • “Is there a way to avoid paying more Inheritance Tax than necessary?”
  • “Who should I speak to?”

Speaking to a qualified Inheritance Tax specialist can help you take simple steps to achieve financial security for generations to come, using legal (and government-encouraged) solutions to leave your family more.

You’ll have paid tax on almost everything at least once in your life, so it’s perfectly reasonable that you wouldn’t want the taxman to take another 40% of anything you have over the threshold when you pass away. That’s almost half of your net worth.

There are so many ways that you can reduce the size of your Inheritance Tax liability, or even avoid your family receiving an Inheritance Tax bill altogether!

A specialist can talk through your options and create a bespoke solution to protect you and your family from this unfair tax.

We’re Chartered Financial Planners with over 35 years’ experience in working with people who are looking to preserve wealth in a way that is straightforward and bespoke.

If you’d like to learn more about how we work with people planning for the next generation, please don’t hesitate to get in touch.

To do this, we go DEEPER than most advisers. Here’s our process:

  • Discover and explore your financial goals
  • Evaluate your current financial situation
  • Estimate the resources you’ll need to get you to your goals
  • Plan out the route to get you where you want to be
  • Execute the current financial action plan
  • Review and revise regularly to make sure you’re on track

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