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INHERITANCE AND LEGACY CREATION
It is important to make decisions throughout your lifetime to ensure your estate passes intact, and at the right time, to those you choose.
Inheritance Tax (IHT)
Inheritance tax (IHT) is one area of estate planning that often requires additional consideration. There is no single solution for minimising your IHT liability. For some, it makes good financial sense to pass on assets whilst you are still alive. For others, a dedicated insurance policy may be more suitable.
We will tailor a solution that suits your assets and aspirations.
Our service includes advice on:
- Will Writing
- Investments & Trusts
- Gifts
- Inheritance Tax Mitigation
- Utilising HM Revenue and Customs allowances and reliefs
HM Revenue & Customs practice, and the laws relating to taxation, are complex and subject to individual circumstances and changes which cannot be foreseen.
The Financial Conduct Authority does not regulate taxation advice, trusts or will writing.
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.