Inheritance tax planning
Inheritance tax affects an increasing number of families. So whether you are deciding who will benefit from your estate, or whether you are expecting to inherit, it’s important to plan carefully.
We can provide a range of investment strategies designed to shelter your capital from inheritance tax. They could include:
- advice on setting up your strategy
- an insurance policy to cover the inheritance tax liability; or
- investment management of capital you have gifted into trust for your beneficiaries
Working closely with your other professional advisors, such as your solicitor and accountant, we’ll find the best strategy for your circumstances.
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t: 01737 778309 m: 07885 101170 f: 0870 1306908 simon@defineifa.co.uk Registered Address: Moorgate House, 7 Station Road West, Oxted, Surrey RH8 9EE. Registered in the UK. Registered No: 06547507. Define Financial Planning Limited is an appointed representative of Blueprint Distribution Limited, 6th Floor, 51 Moorgate, London, EC2R 6PB which is authorised and regulated by the Financial Services Authority. Blueprint Distribution Limited's FSA Register number is 426317. Web designers - Knibbs in Surrey |
