Inheritance tax is payable at the rate of 40% on taxable assets above the nil rate band of £325,000 (2018 figures for an individual)
This is often dubbed a voluntary tax. This is because timely, prior planning can often mitigate inheritance tax.
By looking in detail at your assets and your circumstances we can evaluate the potential tax liability which could be paid on your estate and talk to you about your potential options. We also offer a cash flow modelling service which can help estimate your future needs so that Inheritance tax planning can be achieved without impacting upon your lifestyle.
The Financial Conduct Authority does not regulate Tax, Trusts and Estate Planning and Cashflow Modelling.