Keeping Your Assets Secure for Future Generations

Any inheritance tax liabilities will be deducted from your estate before it is distributed to your loved ones.

The Government applies stringent taxes to your estate after you have died, so advance planning is essential if you want your possessions and belongings distributed as you intended.

If the value of your estate is over the Inheritance Tax threshold, then on your death your heirs may have to pay tax at 40% on the excess. With soaring house prices it is easy to exceed this threshold, especially when coupled with other assets i.e. investments, savings, pensions, jewellery etc.

A continual review of your affairs is an important undertaking. Professional financial advice should be sought when undertaking inheritance planning, due to the specialist and often complex products and solutions used.

If you would like someone to call you regarding inheritance tax, please click here.

Rules of Intestacy - Downloadable Guide

Will Writing Services - Click Here

The FSA does not regulate some forms of Inheritance Tax Planning.

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