Concerned about Inheritance Tax

Unfortunately, upon your death the Inland Revenue will tax your heirs at a current rate of 40% on all your estate’s assets above the prevailing Inheritance Tax Nil Rate Band. This could be the largest tax demand your children may ever face, leading to the forced sale of assets such as the family home. This situation can be avoided with appropriate advice and planning.

We can advise you upon:

  • Nil Rate Band Trusts
  • Discounted Gift Trusts
  • Gift Trusts and Gift and Loan Trusts
  • Estate Preservation Trusts
  • Trade Funds
  • Whole of Life Insurance
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