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Box Icon Tax Planning

Tax Planning

When writing your Will, it can also be utilised to be tax efficient. Without proper inheritance tax planning, your family could be faced with a large tax liability when you die, considerably reducing the amount your loved ones receive. If you die and your estate is over a certain value, your beneficiaries may be liable to pay inheritance tax at 40% of the value of your assets above that amount.


Benefits of Tax Planning

By taking advice on Inheritance Tax planning, you may be able to:

  • Mitigate Inheritance Tax
  • Keep your assets within your family
  • Protect your Inheritance Tax allowance if you were to die and your partner were to re-marry
  • Protect assets passing to children/grandchildren from the risk of their becoming bankrupt or divorced
  • Protect assets for your surviving spouse
  • Protect assets from Care Home fees

Contact us to ask about our Tax Planning services

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