The 2006 budget delivered a shock relating to the treatment of trusts used in inheritance tax planning. We can help you understand your current options as well as assessing how any existing arrangements are being affected.
There is currently a 40% tax charge levied on the value of all estates above £312,000. So, did you realise that even tax-efficient investments like PEPs and ISAs could be subject to this charge?
We want to help you keep as much of your estate as possible in the hands of your family rather than gifting it to the Inland Revenue!
Click here to request an appointment with an Inheritance Tax Adviser
Click here to request a place on a Seminar covering Inheritance Tax Planning
Click here to request one of our Guides to Inheritance Tax
