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 have known Barry and used his financial services for many years for various aspects of our family’s needs. He has always provided a first class independent and personal service, giving un-biased advice that is in our best interest. He operates his business in a very professional way and communicates all the information efficiently and speedily.

David Hey

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