Benjamin Franklin once said "there are only two certainties in life: death and taxes". Still True many years later! Inheritance Tax could be considered a progressive tax, meaning that the larger the estate, potentially the larger the tax bill.
The former Chancellor, Roy Jenkins (1967 to 1970), once famously said of Inheritance Tax, that it is a “voluntary levy, paid by those who distrust their heirs more than they dislike the Inland Revenue”. There are many ways to mitigate this onerous tax, and there is no need for your beneficiaries to pay more than they have to. We can discuss ways to mitigate the effects of Inheritance Tax on your estate and discuss strategies to use available reliefs and allowances.
Tailored Solutions, independently designed for you.
Whether you have existing investments, a lump sum, or want to set up a regular contribution plan, we will conduct a full financial review, taking into account aspects such as appetite for risk, assets, liabilities and goals and objectives. Ensuring that your investment suits you specifically.