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.