Inheritance Tax Planning

A major tax which can be avoided in most cases through preparation, is constantly overlooked. By establishing Trusts and making suitable gifts the IHT of 40% above the individual nil rate band can be avoided.

There are so many simple (and complicated) arrangements that everyone is guilty of and by making a few minor amendments and tweaks you will avoid the situation. Holding Business property at the time of death will exclude the value from the calculation if held for two years, and if not the tax can be staggered over a 10 year period.

In all cases we need to review your will, your executors, your beneficiaries, and your specific needs to ensure hereditary wealth management.

Take the first step to better financial management

Our 2-step security process ensures your financial information is fully safeguarded; once the fact find is completed our team will aim to be in touch within 24 hours!

Find out how Roberts Boyt can support you today

01267238844  huw@robertsboyt.co.uk

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