Inheritance Tax
This is a growing area of concern for many clients whose assets are worth more than £325,000 (2009/2010 tax year). When a person dies, they are potentially liable for tax at 40% of the value of assets over this amount. With the rate of increase in the value of many homes, a lot of people are finding that they fall into this category.
The Finance Act 2006 made sweeping changes to the taxation of trusts used in inheritance tax planning. We can help you understand the options available to you and also ensure that your current arrangements are still relevant.
We want to help you keep as much as your estate a possible in the hands of your family, we can also advise on the best way to protect your estate in the event of your children getting divorced after your death to ensure your grandchildren do not lose out.
For more information on the Inheritance Tax Service, call us on 01743 276797 or send us a message via the contact page
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