What will happen to your assets after you're gone?

A bit of careful planning can ensure your family aren't liable for a massive Inheritance Tax Bill


Why pay more tax than you have to?

Nobody wants to pay any more tax than necessary. Inheritance tax can cost loved ones hundreds of thousands in the event of your death, yet it's possible to legally avoid huge swathes of it, or possibly pay none at all. The most important thing to do is to look at whether you’ll pay inheritance tax and what to do about it. 

We can help you decide what's right for you

In 2015's summer budget, the Chancellor announced that that he'd scrap the Inheritance Tax duty when parents or grandparents pass on a home that is worth up to £1m (£500,000 for singles). This will be phased in gradually between April 2017 and 2020.  We can help you work through the various options available to make sure you get the right advice to suit your situation. 

Have fun or enjoy making family gifts

Of course one of the easiest ways to avoid paying inheritance tax is to plan spend your money doing things you really enjoy before you die, but you also need to make sure you won't run out too soon!   You can also take advantage of 'annual gifting' to help relatives who may need the money now.

Let's start with a conversation...

Everybody's situation is totally different. So the first thing we do is arrange to sit down with you and assess where you are, and discuss your wishes for your estate after you're gone. From there we can look at a variety of options to get you the best possible outcome.


The Financial Conduct Authority does not regulate taxation and trust advice or will writing