Inheritance Tax

Inheritance Tax is becoming relevant for a larger number of people, but for those that have worked hard, invested well and been fortunate enough to build up a substantial estate over their lives it could mean a figure approaching 40% of the total value of your estate being paid to the taxman as opposed to your loved ones upon your passing.  More and more people will be subject to IHT as thresholds have been frozen while assets have appreciated over a sustained period.  Additionally pensions will be brought into IHT calculations from 2027.

We want to work with you so that you have a full understanding of your situation to allow you to make informed decisions and together we can create a strategy to achieve your goals in this area through thoughtful planning.