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Inheritance Tax

In the event of your death, your beneficiaries could pay an inheritance tax of 40% on the value of your estate above £325,000. If your estate, including the value of your home, is worth £500,000, that could mean a tax bill of £70,000. For an estate of £1m, the tax figure could become £270,000. Tailored wealth succession planning enables a smooth transition to the next generation as well as minimising tax liabilities.

We can advise:

  • Individuals whose estate planning is close to the nil-rate band or many times larger.
  • Techniques to mitigate inheritance tax on family homes, family businesses and investment portfolios.
  • On lifetime transfers and wills.