Inheritance Tax Planning
There is huge peace of mind in knowing that, one day when you’re not here any more, your family and loved ones will be able to get the biggest benefit possible from your inheritance wishes. Our aim in offering inheritance tax planning is making sure you – and your family - are fully aware of what happens to your investments in event of your death, and to make sure your protection is structured in the most tax efficient way.
We know from our clients that there’s a great deal of uncertainty around inheritance – what the laws are, who gets what at what tax rate, what measures can be taken to be more efficient. We can talk you through the regulations, find out if any existing plans – like your will - are structured in the right way and discuss how investments and pensions work from an inheritance point of view. This leaves you free to get on with enjoying your life - we’ll do the worrying about what comes next.
Disclaimer: Will writing is not part of the Quilter Financial Planning offering and is offered in our own right. Quilter Financial Planning accept no responsibility for this aspect of our business.