Prevent Avoidable Losses

The Inheritance Tax Rate (after allowances) is a Whopping 40% and it must be paid before anybody inherits.

It is said that IHT is sometimes paid by those who fail to plan to not pay it! With good planning, it is often possible to Minimise or even Eliminate this concern.

Many people think Inheritance Tax won’t apply to them – but it is highly likely that your client’s family would owe money to third parties before they inherit.

With significant growth in property and savings values, some beneficiaries are deeply shocked when they discover that their anticipated inheritance has been significantly reduced by an unexpected Inheritance Tax bill. Added to that, it has to be paid out of the estate before they receive whatever is left of their inheritance.

We can help your client and their families prevent these avoidable losses simply with the right planning in place.