You may know what the current thresholds are for Inheritance Tax, but do you know how to invest in such a way as to keep money outside Inheritance Tax?

With the increase in house values alone putting more people year on year inside the tax bracket for IHT, estate preservation planning is – more than ever – a vital tool to help keep more of your money available for those to whom you wish to leave it. Our advisers can help you make the best-informed decisions in this complex area.

Building a strong and continuing relationship with our clients means that, even if you do not need to consider Inheritance Tax at the moment, when the time does come, we will be ready to assist you.

 

 

Income Tax & Inheritance Tax levels, bases and reliefs from taxation may be subject to change. The FSA do not regulate some forms of tax planning