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Inheritance Tax Planning

Plan carefully to reduce the burden.

Your estate is made up of everything you own such as property, possessions, money and investments.

If the value of your estate less any outstanding debts is above the current threshold, then the excess amount will be subject to 40% taxation.

When married, each spouse has an allowance of £325,000. This is not the case for unmarried partners irrespective of how long they have been together or if they have children together.

Assets can be assigned to Trusts and although Trusts are subject to tax, the amount payable can be significantly reduced thereby lessening the impact on those set to inherit.

With careful planning you can ensure your family aren’t left with an Inheritance Tax liability.

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