Inheritance and estate planning

If you’ve managed to save a nest-egg over the years the last thing you want is for the tax man to take a share of your legacy when you die.

Yet for single people with more than £325,000 in assets or couples with over £650,000, inheritance tax is payable on the excess at 40%.

However, there are ways to minimise an inheritance tax problem through careful planning. For example:

Using annual allowances to gift money
Gifting larger assets
Putting assets in trust
AIM listed investments
Trust planning can offer a highly flexible way to minimise inheritance tax – whether you can gift a large sum outright or you still needs access to income or some capital.

Contact us today to find out how you could reduce your inheritance tax bill.

Privacy Preference Center

Strictly necessary cookies

Some cookies are essential in order to enable you to move around the website and use its features. Without these cookies, we will not be able to connect you to our site properly.


Close your account?

Your account will be closed and all data will be permanently deleted and cannot be recovered. Are you sure?