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.
Great company to deal with, very knowledgeable staff friendly and very very helpful. I would highly recommend them to anyone.
P. Gribbin~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 met Darren at a networking group. With my pension being down due to bad advice & hearing good reports of Darren's work, I decided to get him to look at it. Two years later he has grown it almost back to where it was and the future looks good. Darren takes the time to listen & plans according to my wishes, as well as presenting information in an understandable manner and answering my questions rather than just giving data. I have no problem recommending him to my friends.
S Malin~Private Client
