Inheritance Tax
Inheritance tax has been described as the ‘voluntary’ tax for the very wealthy (because they can afford to give wealth away during their lifetimes), but a serious problem for the merely ‘comfortable’ (because they need to keep personal wealth to fund their retirement).
Over the years, ‘comfortable’ people have increasingly found that property values mean their estates will be liable for inheritance tax when they die.
We can assess the exposure of your estate to Inheritance tax and work with you to develop a plan for minimising the inheritance tax on your estate.