Our inheritance tax planning service will save you money

With careful inheritance tax planning we can help you reduce your liabilities whether you live in the UK or overseas.

Did you know liability for your beneficiaries can be as much as 40% of the value of your estate after the threshold allowance? Our inheritance tax planning advice will help you legitimately reduce the amount of tax due.

 The inheritance tax threshold, or nil-rate band, for the tax year 2009-2010 is £325,000.  That’s  £650,000 for couples. 

Let’s say the value of your estate, including your home, and any gifts you’ve made in the previous seven years, exceed this figure.  Then inheritance tax will be due on the balance at 40%.  So on a joint estate of £1 million the potential inheritance tax bill is £140,000.

Many expatriates retain their liability for UK inheritance tax. What’s more, in certain European countries, such as Spain and France, expatriates may also be liable for tax on assets held there.

We’re here to help you protect your beneficiaries’ interests. We’ll start by reviewing your financial planning.  Our focus will be on thorough inheritance tax planning to help you reduce the amount of tax due.

 The Financial Services Authority does not regulate tax advice.