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How do I reduce Inheritance Tax when I pass on wealth?
Through thoughtful planning, you have the power to make a lasting impact on the lives of those who matter most to you.
Safeguard your hard-earned wealth
As you contemplate the legacy you’ll leave behind, it’s only natural to want your loved ones to receive as much of your wealth as possible. The more you start to think about it, the more you realise that it’s not just about preserving assets; it’s about securing a brighter future for those you cherish most.
By taking steps to reduce Inheritance Tax while you can, you are creating financial security and stability for generations to come.
As you navigate this path, know that we’re here to provide guidance and support every step of the way.
Maximise children’s legacy
To maximise the amount of wealth you pass on to your children, we will look at legitimate ways to minimise Inheritance Tax. Whether that’s through gifting, trust, or other tax-efficient strategies.
Maximise children’s legacy
Consider your own goals
We help you consider how much you need to keep to meet your own requirements. We’ll work with you to help you understand your Inheritance Tax exposure and discuss your objectives and how to achieve them.
Consider your own goals
Gifting to loved ones
Once we’ve established how much you need, we can create a gifting strategy that enables you to witness your children enjoying the benefits of your wealth while you're still here.
Gifting to loved ones
Ensure you’re left with enough
Deciding whether to pass on wealth can be difficult. It is important to consider if the recipients are sensible and, importantly, if you will be left with enough assets to meet your own objectives.
Ensure you’re left with enough
Ensure your will is up to date
As part of your plan, we’ll ensure that you have a valid and up-to-date will. It’s one of the simplest ways to ensure your executors distribute your assets
in accordance with your wishes.
Ensure your will is up to date
Leave a charitable legacy
Leaving a charitable legacy in your will allows you to make a positive impact while reducing your Inheritance Tax liability. If this is something you wish to consider, we’ll talk you through your options.
Leave a charitable legacy
Intergenerational wealth planning
Although the focus is on you, we still want to involve your family and help them plan for the future. If you’d like them to attend meetings, we’re more than happy to cater to this. In fact, we encourage it.
Intergenerational wealth planning
A long-term relationship
You want an attentive financial planner who will listen to your objectives. We provide a trustworthy service that makes your life easier and helps you make the most of your finances now and in the future.
A long-term relationship
The Financial Conduct Authority does not regulate Inheritance Tax, Trusts and Wills.