Call Us: 0208 722 0734

Inheritance Planning in Sutton, Surrey and Bromley, Kent from Lucra Ltd

Inheritance Planning from Lucra Ltd, Sutton, Surrey and Bromley, Kent

Being independent allows us to work on YOUR BEHALF!

What Inheritance tax, if any, would be payable? (previously known as “Death Tax”).

For 2011/12 tax year, the IHT threshold is set at £325,000, and any chargeable estate over this amount is taxed at 40%

Guide to Inheritance Tax [pdf]

Would you like to gift monies to grandchildren or set up a Life Insurance Trust for beneficiaries?

Read our Guide to Lasting Power of Attorney [pdf]

Are you concerned what would happen if you required long term care. How would you pay nursing home fees?
Read our Guide to Long Term Care [pdf]

We can provide you with the appropriate advice and guidance to help safeguard your estate for your family, and ensure your wishes are taken care of.
Read our Guide to Wills [pdf]

There are a range of products related to Inheritance Tax Planning we can discuss with you, please contact us to arrange a mutually convenient time to meet up.

For more general information on Inheritance Tax, please visit the public interest site www.inheritanceissues.co.uk

Lucra Limited is an appointed representative of Sage Financial Services Limited which is authorised and regulated by the Financial Services Authority. Sage Financial Services Limited is entered on the Financial Services Authority register (www.fsa.gov.uk/register/) under reference 150452. The FSA do not regulate will writing and some forms of mortgages, loan products, or some types of tax planning services. The advice and / or guidance contained within this site is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK. Lucra Limited: Registered in England: 95 High Street, Great Missenden, Bucks, HP16 0AL: Company No. 05554958. For advice on any of the above, Contact Us now.