Inheritance tax planning

Inheritance tax (IHT) planning is about making sure that the right people receive the right money at the right time. It is also about making sure that you have enough money to live on to enjoy your own life.

In general, people with modest estates, rather than the very rich and wealthy, pay the most inheritance tax. Sensible inheritance tax planning to legitimately reduce the amount of tax payable from your estate on your death takes time to plan and put in place. This is just one aspect of the financial planning process. Effective estate planning also involves keeping access and control of your money, so that you can continue to enjoy the life you deserve and help your loved ones whilst you are around to see them enjoy it.

To protect your estate from the tax man and to ensure your money goes to the people you care about most, it is essential to plan ahead. Call us today on 01923 270036 to find out how we can help.

Please note that the Financial Conduct Authority does not regulate some aspects of inheritance tax planning.