Inheritance Tax Planning

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Inheritance tax. It’s fair to assume that most people believe that the wealth and assets that they accumulate during their life time will be passed to their next generation tax free. If all your assets including your own home are worth £325,000 or over, you could be liable for inheritance tax (IHT).

There is a myth that IHT is only for the super-wealthy. But with property prices increasing over the past years and more astute investors being successful, the £325,000 inheritance tax threshold can be easily surpassed by those not considered wealthy. It will pay in the long term to plan carefully, and prevent the taxman taking too much from your estate. Statistics show that in the financial year to April 2014, the Government received £3.4 billion of revenue from inheritance tax. That’s a huge increase of nearly 9% on 2013.

There are inheritance tax planning solutions that can be implemented but don’t make the mistake of leaving it until it’s too late. It is possible to put arrangements in place during your lifetime to preserve as much of your wealth as possible. Inheritance tax is not something which should be ignored or put off to a later date as in many cases the strategy needs a few years before it will achieve its objectives. The sooner you assess your options then the more chance your family has of reducing their tax bill and potentially avoiding serious problems when an estate goes through probate. 40% of anything over £325,000 can turn out to be a lot of money. A great deal more than the actual inheritance tax planning to save you that amount in the first place.

Summary

If your estate is worth in excess of £325,000, then it would be wise to consider advice

  • Make decisions early and not leave it until it’s too late
  • Save 40% on anything over £325,000 with IHT planning
  • Mitigate 100% of Inheritance Tax Liability
  • Bespoke Planning

How can we help?

One of our advisors can discuss your and review your liability to inheritance tax and suggest the most appropriate strategy. There is scope for inheritance tax planning which can shelter and protect assets, including shares, property and cash, from the exposure to IHT on transfer or death.

Planning could potentially protect your personal wealth intact to pass on to your beneficiaries. Contact us today for more detailed information and speak to a professional adviser.

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