Inheritance Tax Planning

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What do you want to leave to the

taxman?

Nothing, you are probably saying. However, if you do not make plans now, you could leave your loved ones with a hefty inheritance tax bill. Meaning more of your money is left to the taxman and less remains for your family and friends.

We will work with you to help achieve the life and financial goals that will enable you to enjoy a brighter financial future. 

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The Thought of the Taxman

The thought of working all your life and then having to pass a percentage of your estate to the tax man can leave people feeling uncomfortable. There are ways to minimise liabilities, but it takes planning to do so. It is all too common that people are forced to sell properties and pay substantial tax payments because they did not seek the right advice at the right time. With some straightforward steps, you could protect what you have built up and end up saving you and your family a fortune.

Doesn't Inheritance Tax Only Affect People With Lots of Money?

No. Today more and more people are leaving behind IHT problems, especially if they own a property. However, the positive thing is with some planning and organising now; you could reduce a possible IHT bill in the future.

Protecting Your Money

Inheritance Tax itself can be unpreventable. However, there may be things that we can do to minimise losses. By using Trusts, careful long-term planning and valid wills, we can ensure that what you worked hard for is passed onto your beneficiaries. To understand how to look after your estate contact us today with the form above.

The Financial Conduct Authority does not regulate Inheritance Tax Planning.

Download our Inheritance Tax Guide. Lifestyle Financial Planners, Lifestyle Financial Planning, Life Centred Financial Planning, Life Centred Financial Planners, Independent Financial Adviser, Independent Financial Advisor, IFA Local, Life Style Financial Consultant, Life Centred Financial Consultant, Personal Financial Planning, Financial Planning, Personal Financial Planning, Personal Finances, Financial Consultant, Pensions, Pensions Planner, Retirement Planning, Retirement Planner, Tax Planning, Tax Planning Consultant, Tax Planning Adviser, Tax Consultant, Tax Planning Advisor, Cash Flow Budgeting, Banking, Insurance, Term Assurance, Mortgage Consultant, Mortgage Adviser, Mortgage Advisor, Mortgages, Savings, Pesonal Savings, Investments, Estate Planning, Estate Planner, Later Life Planning, Wealth Management, Business Adviser, Business Consultant, Forecasting, Investments, Portfolio Planning, Financial Guidance, Financial Security, Family Protection, Critical Illness, Critical Illness Planning, Critical Illness Protection, Tax Efficient Savings, Tax Planning, Tax Efficient Investments, Saving For Long Term Goals, Savings For Long Term Care, Life Centred Financial Advice, Life Centred Adviser, Life Centred Advisor, Life Centered Planning, Life Centered Adviser, Cash Flow Forecasting, Residence Nil Rate Band, Land Registry, Tracing Land Registry Form, Financial Planning, Financial Planners, Work To Live Financial Planning, What is Inflation, How to beat Inflation, Selling a property in a limited company, SSAS Pensions, SSAS Pension, What is a SSAS, What is a SIPP, SIPP Planning, SSAS Planner, SIPP Planner, SSAS Planning, Stakeholder Pansions, Financial Freedom Reviews, When Can I Draw My State Pension, Saving Money, Ways To Save Money, Ways To Save money on a Tight Budget, Land Registry, What is An Annuity, Annuities, Lower My Bills, Nil Rate Band, Inheritance Tax Advice, Essential Corporate Solutions, Inheritance Tax Residence Nil Rate Band, Debt Relief Order, Life Planning, Financial Advice East Sussex, Mike Robertson, Split The Bills, The Residence Nil Rate Band, The Best Saving Schemes, What is a Venture Capital Trust, What Is A VCT, What Is A EIS, What Is An Enterprise Investment Scheme, Is A Financial Planner Important, What Can a Financial Planner do for me, Do I need Financial Planning, Do I need Financial Planning, Do I need a Financial Planner, Do You Need a Financial Adviser, Eight Steps to choosing a Financial Adviser, Getting Financial Advice, Need Financial Planning, Why Do You need a Financial Adviser, What is A Financial Adviser, Pensions Advice

Download our Complimentary Guide

What you'll find in our guide

  • What is inheritance tax?
  • How much do you want to leave to the taxman?
  • Who do you want to leave your assets too?
  • When was the last time you reviewed your will?

Inheritance Tax Planning

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