Inheritance Tax is widely known to be the UK’s least favourite tax and yet most people still don’t plan ahead for the inevitable happening. Regularly people leave the planning of their estate until it’s too late and with some careful thought in advance it’s a liability which can be reduced.
We can review your portfolio and identify any opportunities to increase the amount of inheritance that is payable to your family & friends. For example, Pre-paid funeral plans can be used to reduce the value of your estate and therefore reduce the potential inheritance tax liability.
Estate planning is not regulated by the Financial Conduct Authority.
The purpose of this website is to provide technical and generic guidance and should not be interpreted as personal recommendation or advice