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Inheritance Tax Planning/

How We Can Help You

At present, the first £325,000 (2015/2016) of an individual's estate is not liable to Inheritance Tax. For married couples and registered civil partners it is currently £650,000, if the full allowance is passed to the surviving spouse. Anything in excess of this amount is taxed at 40% on death.

There are some options available that you can consider to help mitigate Inheritance Tax:

  • Have your Will written and planned correctly to save the maximum amount of tax
  • Transfer assets through the prudent use of lifetime gifts
  • Use of trusts. This can, for example, mean that you retain an income from your investments whilst gifting the capital to your chosen beneficiaries.
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