Inheritance Tax Planning

The rules on inheritance tax have changed recently to allow married couples and civil partners to make better use of each others nil rate band allowance. In short, as a married couple you may not have any inheritance tax liability if your estate is worth less than £650,000.

If you are concerned about inheritance tax and think you may have a potential liability, then please talk to us. There are various ways you can limit the liability.

Like most financial planning, your most effective strategy will depend on your circumstances, your objectives, your current and your potential future financial position.

We have a range of solutions available, from making the best use of your various allowances to more comprehensive planning solutions involving the use of HMRC approved trust schemes.