Inheritance Tax Planning
Nobody wants to have to think about Inheritance Tax Planning or preparing their will.
However, early planning can result in substantial tax savings, leaving greater levels of wealth for the next generation.
Related service areas
Our approach
We encourage clients to act now, but in a way that does not compromise their standard of living. Working closely with the Target Financial Management team, we can offer a wide range of solutions to minimise Inheritance Tax.
These include making suitable gifts (either directly or by way of trusts), investments that qualify for 100% deduction from Inheritance Tax, or certain offshore investments that donors can continue to benefit from.
The key benefits of this service:
- Clear demonstration of the benefits of Inheritance Tax planning now and the savings which can be achieved.
- Guidance on the solution/s that best suit your circumstances.
- Wide range of solutions to suit every circumstance.
- Technical ability to deal with more complex scenarios, such as non-UK domiciled individuals.
- There is also the option of insuring for a potential liability to retain maximum flexibility.
Get in touch
For a fresh opinion on the challenges and opportunities that face you, talk to us.
