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.
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.
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.
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.
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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.
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.
Each of our One Step Financial Plans provides guidance and streamlined advice around a commonly asked financial question for people with non-complex needs.
Gain a better understanding of your current situation and the options available to you with a consultation with one of our Financial Professionals.
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Charles Stanley is not a tax adviser.