Independent Financial Advice

INHERITANCE TAX

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Inheritance Tax Planning
By taking good advice early, you can substantially reduce or even eliminate the impact which inheritance tax can have on the value of your estate. Careful planning ensures that your wishes are carried out during your lifetime, and afterwards.

Will Planning
By writing a Will you can ensure that your Estate is paid to those for who it is intended. Even if you are married, it does not automatically follow that your spouse will inherit what is intended and so careful planning is vitally important.

Writing a Will ensures that there is no dispute as to the direction of your Estate and will speed up the Probate process.

Writing a Will can also potentially reduce the amount of Inheritance Tax payable on your death.

Past performance is not a reliable indicator of future results. The value of investments can fall as well as rise and are not guaranteed. An investor may not get back the original amount invested.

Please contact us for more information or to arrange a free initial meeting.

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