Save literally thousands of pounds in tax. Take a moment to add up the value of all your assets - your home, personal possessions, savings, investments, life assurance and even your car…

…if this adds up to more than £325,000 - on your death, the taxman will most likely deduct 40% tax from the value of any assets over this figure that you will pass on!

So, as you can see - this is a very real tax and can affect more people than it would first appear - and at a rate of 40% for everyone, it can be very costly for those inheriting.

Assessing your
Inheritance Tax liability

Your house is the most obvious asset, but there may be many others, for example savings and investments, pensions, jewellery, collectibles, as well as other items of value you own including a business. In addition, there are other items which may be chargeable to inheritance tax which you need to consider.

There are now many options to help you reduce or even eliminate your potential inheritance tax liability altogether and as everybody's circumstances are different, effective inheritance tax planning requires a tailored solution, which is where we can help.