After your death, the government will assess how much your estate is worth; this includes cash, investments, any property or business you own and certain gifts you may have made in your lifetime.
If this exceeds the threshold set by the Revenue your estate will pay tax of 40% on the excess when you die. More and more people have been pushed over the threshold by rising property values over the last 20 years.
Effective IHT planning can help to protect your wealth and minimise the tax liability due on your estate.
Taking into account your current situation and your anticipated future needs we can help to create a plan to provide reassurance to you and to those who are important to you.
Our team of specialists have experience using of a range of techniques and vehicles including our Asset Trust structure to assist with IHT planning.
To learn more about how we can reduce your IHT and protect your wealth then simply call us on 0333 444 0830 or email us at firstname.lastname@example.org