inheritance-tax-planning
Inheritance Tax Planning
OUR AIM IS TO HELP YOU MAKE THE MOST OF YOUR MONEY
Inheritance tax is payable on assets over the nil rate band of £325,000 per person.
There are a number of potential solutions to avoid inheritance tax and remember tax avoidance is legal, but tax evasion is not.
We offer a range of tried and tested inheritance tax solutions.
Other areas of advice…
Investments
We understand that everyone is different and at different stages in life, which is why we provide investment strategies that can be tailored to match your individual needs and circumstances.
Pensions
Every hard worker dreams of a relaxed and secure retirement. Now that we’re living longer lives, retirements are rarely short-lived, which makes planning for your future as a retiree more important.
At Retirement Planning
The choices available to consumers are wide and varied and advice is essential at this key moment. Many of the options available once selected are irreversible such as the purchase of an annuity.
Inheritance Tax Planning
Inheritance tax is paid on assets when someone dies. Research has shown that 30 million people are paying too much tax. More than £5bn, or 5% of HMRC’s expected income, could have been saved if people had arranged their affairs more efficiently.
ISAs
An ISA (Individual Savings Account) is a tax-free way to save or invest. If you're starting to think about saving or investing, ISAs could be a good place to begin. On other savings accounts, you may have to pay income tax* on the interest you earn.
Mortgages
For many buying a house can be an exciting but also daunting prospect. With years of experience and access to all lenders, we're well placed to help you find the very best mortgage. We'll guide you through the process and save you time and money.
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Our website offers information about investing and saving, but not personal advice. If you’re not sure which investments are right for you, please request advice, for example from our financial advisers. If you decide to invest, remember that investments can go up and down in value, so you could get back less than you put in.