ESTATE PLANNING
“Inheritance tax is a voluntary tax – you can either do nothing and volunteer for your beneficiaries to pay it or, you can take steps to avoid it.” - Nigel Lawson, Ex Chancellor.
In 2018 - 2019 revenue from Inheritance Tax hit an all time high of £5.4Bn. With asset and house values continuing to increase and the Nil Rate Band remaining static, more and more people are being caught in a ‘voluntary tax’ trap.
a solution in strategy
We can help you navigate the tax trap with steps to ensure you are leaving your hard-earned money and assets to the ones you love. Utilising a strategy across investments, pensions and assurance products means that you can navigate your family’s future with confidence.
With our consistent approach, you can be confident that with every change to you and your families circumstances, your estate will pass to your loved ones in the most efficient manner.
