Inheritance Tax

Very few of us like to think about dying or having to avail of long term care. However nowadays the relevant legislation requires us to plan well in advance, meaning making the necessary provisions now. The earlier arrangements are made the greater the chances are of taking full advantage of the tax system with an addendum to long term care costs.

When planning to transfer an estate it is important to make adequate provision and getting the balance correct requires skill and foresight. We can provide a comprehensive and confidential inheritance tax planning service that includes:

  • Make Full Use Of Exemptions and Lower Tax Rates
  • Optimise Lifetime Transfers Between Family Members
  • Transfer Assets Into Trust
  • Arrange Adequate Life Assurance To Cover Potential Inheritance Tax Liabilities