Independent Wealth Management

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Inheritance tax reduction

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

Life Assurance in Trust

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.

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I would like to say that, for me, Professional Wealthcare has consistently delivered an excellent service. I have known Barry for a few years now and he is always there to answer a query, give advice or act upon new instructions without hesitation or delay; and nothing is too much trouble. Always the professional, he is extremely knowledgeable, but he also knows how to present information clearly and concisely. Barry’s honesty, integrity and downright cheerfulness make it a joy, rather than a chore, to discuss financial arrangements. I waste no time in recommending Professional Wealthcare to anyone who wants a quality service from someone who is outstanding in their field.

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