Inheritance Tax Planning  - Reduce your exposure now!

Did you know that Inheritance tax now applies to more and more 'ordinary' people than ever before? Sound financial planning combined with an effective will can legally reduce or avoid inheritance tax altogether. Therefore it is essential that you get good financial advice from experts in estate planning to help you reduce your exposure.

If you are worried about inheritance tax, or just want the facts, talk to us.

Inheritance Tax Planning

What is the approximate value of your property/properties?

If your home is subject to a mortgage, what is the approximate balance owing?

What is the approximate value of any additional assets you own?

Investments

Savings

Life Policies

Shares/Business

Do you have a will?

 Yes    No

Are any of your assets held in trust?

 Yes    No

Contact Name

Contact Number

Call Me

 Morning (9am - 11am)
 Lunch (11am - 2pm)
 Afternoon (2pm - 5pm)

Your enquiry has been sent.
Send another

Sending Enquiry

IHT Planning is not regulated by the Financial Conduct Authority