Inheritance Planning

First and foremost, inheritance planning helps to minimize your Inheritance Tax liabilities and can reduce the amount of money you might have to give the chancellor in the event of your death. Everyone is currently entitled to an allowance of £325,000 (known as the nil rate band) before they incur inheritance tax. This figure increases to £350,000 on 2010. If your estate is worth more than this when you die, you could be forced to pay 40% taxon any value over this figure. These figures change if you are married, however, this can often be a complicated area for people to fully understand. We offer financial and inheritance planning advice and structuring. This can be a very complex area, however,our advisers have dealt with estates worth just over the nil band threshold right up to estates worth over £20,000,000.

Home Or Office Visits Available

We are more than happy to come and see you in the comfort of your own home, alternatively you are more than welcome to come and visit us in our offices. To contact us to arrange an appointment (or even if you just have a few questions for us), you can either contact us on 01274 516900, or you can complete this short enquiry form below with brief details of your enquiry and your contact details. We look forward to speaking to you soon.