Protecting You & Your Estate

Many people fail to consider the consequences of estate tax and what they can do to minimise it until their window of opportunity is closing. Originally introduced as a tax on the wealthiest in society, the threshold at which you become liable hasn’t kept pace with inflation or rising house prices. The result is that even a modest estate can attract inheritance tax.

In many cases, with careful planning and consideration, inheritance tax can be significantly reduced or done away with altogether. Whole of life insurance policies, wills and trusts – each of these financial tools can be used to help safeguard the interests of your beneficiaries.

There is a great deal of legislation around inheritance tax and the days of simply transferring your assets to children and grandchildren and forgetting about it are all but gone. Our financial advisers understand which options can legitimately help and we have trust companies available at low cost.

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