Inheritance Tax Planning
Over your lifetime, you may acquire a variety of assets such as a home; pension; savings and investment shares. Currently, tax is payable on estates valued at £325,000 or over at a rate of 40%.
There are several legal ways to reduce this inheritance tax bill, which can help maximise the value of your legacy.
Based in the West Midlands near Birmingham, our local inheritance tax advisers are fully qualified and experienced in inheritance tax planning advice and everything that entails. You may require someone to help you understand complicated inheritance tax jargon, or simply need independent financial advice you can trust.
Our approach is jargon free and our aim is for you to receive the most appropriate inheritance tax planning advice for your needs.
If you would like more information or wish to book a consultation, please don’t hesitate to contact us and we will be happy to help.
Our Independent Inheritance Tax Planning Advisers currently cover the following areas, but are not limited to: