Maximise the inheritance you pass on

Maximise the inheritance you pass on to the next generation and ensure your loved ones make the most of your assets, wealth, and property.

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The Benefits of our Inheritance Tax Advice

  • Estate planning can save a huge amount of tax. Inheritance Tax is usually charged at 40% on anything above your nil rate band – so the potential tax savings can far outweigh the cost of advice.
  • Taking action early means more of your money going to your beneficiaries and less to the taxman.
  • You can arrange your gifts
  • Using assets to provide a retirement income and passing on your pension
  • Taking out a life insurance policy to cover the tax bill
  • Using tax-efficient investments to benefit from Business Relief