Estate and Inheritance Tax Planning

With proper advice and planning, it is possible to minimise the Inheritance Tax you pay. As this is a complex area, it is best achieved working closely with your Independent Financial Adviser.

In advising you on Inheritance Tax planning in the UK, we will consider the following:

  • Making a Tax-efficient Will
  • Inheritance Tax Exemptions
  • Gifts during your lifetime
  • Normal expenditure out of income
  • The use of Trusts
  • Life Insurance

The Financial Services Authority does not regulate tax advice, trusts or wills.