Inheritance Tax Planning is not regulated by the Financial Conduct Authority

Inheritance Tax is due when a person’s estate (their property and possessions) is worth more than £325,000 when they die. This is called the ‘Inheritance Tax threshold’. Today with the increase in property values there are many people whose assets will take them above the inheritance tax threshold.

Our Inheritance Tax Planning Service is designed to help you make a full assessment of your own situation. By comprehensively reviewing your assets, your objectives and your liabilities, we can help you minimise your liability to all taxes, not just Inheritance Tax.

Tax and legislation are liable to change in the future. Tax relief may be altered and the advice given will depend on their individual financial circumstances.

This needs to be regularly reviewed to ensure that the liability is managed as circumstances change.