Welcome to this Guide to Inheritance Tax Planning.
You no doubt want your loved ones to inherit as much of your wealth as possible when you die. Estate planning is about more than just tax. It is about making sure the people left behind are financially supported, that your assets are protected and that the tax your estate pays is fair.
The coronavirus (COVID-19) pandemic has served as a reminder of the importance of planning for the future and having our affairs in order. When you’ve worked hard and invested carefully to build your wealth, you want to look after it. That’s why it’s important to plan for your wealth preservation and the eventual transfer of that wealth.
Have you considered this question: ‘What will happen to my estate once I’ve gone?’
Wealth preservation and wealth transfer are becoming an increasingly important issue for many families today. Individuals with assets of any size should seek professional financial advice to consider what action may need to be taken before it’s too late.
To read the Advanta Wealth’s Inheritance Tax Guide 2021, please complete this form so that we can send you a copy