Independent Wealth Management
Call us on 01276 517700 or email advice@professional-wealthcare.co.uk
Independent Wealth Management
Call us on 01276 517700 or email advice@professional-wealthcare.co.uk
In the event of death, inheritance tax applies to a person’s estate when it exceeds the current nil rate limit.
There are various strategies for reducing or eliminating this tax. These include making gifts and placing investments and life assurance plans into trust.
This is a complex area and there is no off the shelf solution. How you should avoid paying inheritance tax will very much depend on your personal circumstances. Good advice and careful planning is imperative.
The Financial Conduct Authority does not regulate Tax, Trust or IHT Planning
Tax treatment is dependent on individual circumstances and may be subject to change in the future
When you take out a Life Assurance policy, you will usually have the option of placing it into a Trust. This is often overlooked by policy holders and unfortunately sometimes by advisers.
Barry was kind and understanding at a very difficult time, his professional attitude in handling my financial affairs and that of my late husband, given with clarity and ease of understanding, always in a friendly manner. I have found his advice sound and his continued care and concern to be knowledgeable and applicable.
Mrs Ann Greenwood
