Estate Planning

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Managing Inheritance Tax

Estate planning can help reduce the amount of taxes owed on an inheritance.

Inheritance tax is typically levied at a rate of 40% on assets above the nil rate band. By taking action early on, you can ensure that more of your money goes to your beneficiaries.

There are many ways to manage, reduce or eliminate an inheritance tax bill. You could:

Passing on your assets efficiently, as you wish

Many individuals desire to maintain control over their assets when passing them on to others. This may involve specifying how their money should be used, such as for education expenses or a down payment on a home.

Alternatively, some individuals may simply want to ensure that their assets remain within their family.

We can provide guidance to ensure that your assets are distributed in accordance with your wishes.

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