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Guide to inheritance tax planning and passing on wealth

May 23, 2023

Tax. Now there’s a word to get the blood pumping.

Many of our clients spend a lot of their life working damn hard for their money. Others may have been entrusted with family wealth, and feel the pressure of using it wisely and acting as custodian for future generations.

Whatever the source or your wealth, there is a strong chance that you will already have made significant contributions to the exchequer, and will probably continue to do so for the remainder of your life.

So knowing that up to 40% of that wealth will then disappear in inheritance tax (known as IHT) can be a little upsetting.

Please download our guide on some of the ways you may be able to reduce the burden of taxation on your estate through financial planning. Download it, read it, and if any of the suggestions resonate with you, take action by getting in touch, where we will offer bespoke advice tailored to your needs.

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The latest news, information and opinion on the current financial situations and trends plus useful guides to investing, pensions and making the most of your wealth.

Knowledge & resources

The latest news, information and opinion on the current financial situations and trends plus useful guides to investing, pensions and making the most of your wealth.

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We are independent, our advice is impartial and our fee structure is transparent. Our approach is simple: we build trusted relationships and focus all our energies to build personalised strategic plans to meet our clients’ individual needs. Helping you achieve your life goals, whatever they may be.

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