- Care fees planning
- Corporate financial planning
- Funding your retirement
- Inheritance tax mitigation
- Investment management
- Support for accountants
- Support for legal professionals
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We can help your family’s assets avoid getting hammered.
STEPS TO CONSIDER
There are a number of measures you can adopt to mitigate your Estate’s potential IHT bill. For example you can:
• still consider the use of a Discretionary Trust in your Will.
• consider Lifetime Gifts and the use of Lifetime Trusts.
• consider Discounted Gift Schemes to protect the assets of the more elderly.
• utilise all other exemptions offered by the Government.
• though it may not be appropriate for everyone, consider the holding shares listed on the Alternative Market, which can pass IHT-free after two years, or other investments which offer an IHT break (this exemption is known as Business Property Relief).
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The Financial Services Authority does not regulate Inheritance Tax Planning.