Inheritance Planning

Being independent allows us to work on YOUR BEHALF!

Are you concerned what will happen to your estate on your death?
Read our Guide to Inheritance Tax [pdf]

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

For 2010/11 tax year, the IHT threshold is set at £325,000, and any chargeable estate over this amount is taxed at 40%

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

Read our Guide to Lasting Power of Attorneyd [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 click here to download [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

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