Inheritance Tax Planning

Effective inheritance tax (IHT) planning is very important to preserve your wealth for future generations. Private pensions currently fall outside an estate for inheritance tax purposes but the UK Government announced in the 2024 Autumn Budget that pensions will be included in estate from 6 April 2027.  This means that inheritance tax planning will become a key consideration for many more individuals. 

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Our inheritance tax planning services are designed to help you minimise tax liabilities and ensure that your estate is passed on according to your wishes. 

We work closely with you to ascertain the scale of any inheritance tax (IHT) planning liability and provide advice on how this may be mitigated over time. 

We offer a range of strategies which may include gifting, investment bonds in trust, life insurance and business relief products to reduce the impact of inheritance tax

With our expertise, you can protect your legacy and provide for your loved ones.

Contact us today to start implementing your inheritance tax (IHT) mitigation strategy.

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