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0844 576 3135

Pensions

Estate Planning

By planning ahead for when you eventually pass away you can protect your estate and pass on more of your money and assets to your family instead of the HMRC. Sound estate planning and inheritance tax advice can help you take advantage of any reliefs and exemptions you are entitled to, legitimately avoiding any unnecessary tax payments.

There are several different ways of minimising inheritance tax liability that we recommend, but for most people the best option to avoid significant amounts of Inheritance Tax (IHT) is to make gifts above the IHT exemptions and survive by seven years. This is known as a "potentially exempt transfer".

Many clients are reluctant to give away their capital to save IHT in case they need it later in life – for example if they go into care. However, the majority of people do not go into care, so inertia allows HMRC to collect huge amounts of IHT. Don't let the same thing happen to your money and assets.
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Contact us for more information
or to arrange an appointment

Call: 0844 576 3135

Email: info@idealfinancialplanning.co.uk

Ideal Financial Planning Limited
Tredomen Innovation Centre
Tredomen Business Park
Ystrad Mynach
CF82 7FN

If you are looking for ways of minimising inheritance tax liability, then it's time to start thinking about the future and drawing up plans to shield your estate and preserve it for the benefit of your family.

Effective estate planning and inheritance tax avoidance can be achieved in a number of different ways. Our dedicated inheritance tax advisers have extensive knowledge of this complex area. By discussing your situation, circumstances and financial goals with you they can draw up plans to help ensure your estate benefits your children, grandchildren and future generations of your family.

 

Please note: Estate Planning & Tax Planning is not regulated by the FSA.