When it comes to inheritance, there are plenty of tax implications that must be considered and the sooner you consider them, the easier it will be to make the best decisions.
Your personal situation and the specifics of your estate will have an impact on the options available to you, but as an example, unlimited gifts can be made free of inheritance tax, providing you live for a further 7 years after making the gift.
The Financial Conduct Authority does not regulate Inheritance Tax Planning and Estate Planning.
Lauren was excellent, I was very happy with the service I received
A. Thurman~Private Client
Our independent financial advisers can help you minimise or offset any IHT liability, by looking at your circumstances and using their knowledge on allowances, schemes and rules to create a suitable planning strategy.
They will discuss a number of possibilities with you, including:
The plan that’s right for you might include some or all of the above, but what’s crucial is that we consider these options in line with your goals and aspirations – in life and beyond.
For more information on services, and to arrange a no obligation initial meeting to discuss your position and requirements, please get in touch.
I recently worked with Naveed and I couldn’t be more impressed with the service he provided. Naveed took the time to thoroughly review my financial situation, which made me feel confident that nothing important was overlooked. He recommended tailored financial packages that perfectly suited my needs and future goals. What stood out most was Naveed’s ability to explain complex financial concepts in such a clear and simple way. This clarity made the entire process straightforward and stress-free. Thanks to Naveed’s expertise and personable approach, I felt empowered to choose the best options for me. I highly recommend his services to anyone looking for a knowledgeable, patient, and effective financial adviser.
J Mohammad~Private Client
