How can you mitigate your inheritance tax bill?
Inheritance tax (IHT) planning can be difficult because different emotions and expectations often collide. Think about your situation and start early so you don’t leave it too late.
Thinking ahead about inheritance tax
Reduce the potential inheritance tax (IHT) liability on your estate and find the right balance between giving money away now and retaining control. Working together, we’ll help you gain a better understanding of your options.
Help you calculate the total value of your assets – including savings, investments and property – to see how much IHT your beneficiaries are likely to have to pay.
We will discuss your situation and financial needs before you start giving money away to others.
Considering all the reliefs, allowances and exemptions available to you for gifting money and assets to family and friends, as well as any charities you would like to support.
Supporting you in speaking to your family about your plans so that everyone has an opportunity to say what matters most to them.
What are the potential IHT liabilities on your estate?
Use our IHT calculator to find out how much tax your beneficiaries might have to pay. Speak to our planners to explore how we can help you find efficient ways to pass on your wealth to others.
Why our IHT Planning could be right for you
There are many ways to preserve more of your wealth. One of the main advantages of starting to plan early is that it gives you the widest range of solutions.
You’d like to mitigate the IHT liability on your assets
We’ll help you explore the options for giving money away and leaving it to others in tax-efficient ways
You don’t want to leave anyone with an unexpected IHT bill
We’ll find ways to organise and structure your assets so there are no surprises when you pass away.
You’re worried that you’ve left IHT planning too late
Although it’s best to start early, we’ll explore all of the options that are available at any stage of life.
You want to understand the latest rules and regulations
We’ll make sure you’re aware of the latest laws surrounding IHT that might impact your assets.
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Choose from our planning services
Whether you have a specific question about your finances or looking for someone to help you create a holistic financial plan, we can help you create a more secure financial future.
Financial Planning Service
A carefully designed financial plan can give you the freedom to do even more of the things you want to do and maybe even things you never thought possible.
- We'll create a financial plan that matches your individual needs and objectives.
- We can help you become more tax-efficient with your savings with our range of planning tools and techniques.
- Professional expertise on hand to organise your investments to ensure you are comfortable with your financial decisions.
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OneStep Financial Plan
Each of our One Step Financial Plans provides guidance and streamlined advice around a commonly asked financial question for people with non-complex needs.
- Choose one of our plans that will provide you with answers to the specific question you had at the start.
- We will use technology where it helps, with interactive tools and online resources, and people where it matters, so you can speak to an expert.
- For a one-off fee, our Financial Professionals will help you understand your current situation and give you a clear action plan.
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Gain a better understanding of your current situation and the options available to you with a consultation with one of our Financial Professionals.
0207 739 8200 (Open Mon-Fri, 9am-5pm)
Charles Stanley is not a tax adviser.