We’ll help you understand what you can do to mitigate the IHT liability on your assets. Strike the right balance between giving money away now and retaining control by:
Calculating how much IHT your beneficiaries may need to pay.
Assessing your financial situation, exploring what you’d like to achieve and considering the options for reducing IHT on your estate.
Encouraging you to have conversations with your family so that everyone has an opportunity to talk about what’s important to them.
Making you aware of all the reliefs, allowances and exemptions available for gifting money and assets to family, friends and the causes you support.
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.
For a one-off fee, we’ll assess your situation and then create a plan setting out ways to mitigate the IHT liabilities on your estate.
Get a better understanding of your current situation and the options available to you with a consultation with an expert in our Foundation team.
0207 739 8200 (Open Mon-Fri, 9am-5pm)
Charles Stanley is not a tax adviser.