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Inheritance Tax Planning
The negative effect on finances caused by Inheritance Tax has greatly increased as the value of property and investments has grown, and also due to the vigilance applied by the Government in closing any loopholes in the legislation.
There are legitimate ways to reduce the amount of inheritance tax that would be liable, for example by investing in property and via trusts, however there were radical changes to the rules concerning lifetime transfers after the budget in March 2006.
It is worthwhile planning well ahead if you would like to pursue a tax efficient approach regarding any beneficiary of your estate. We are well versed in the possible approaches to this area of investment and have experts who can provide advice however complicated the situation.
Investment Management
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