The rate of IHT Inheritance Tax (IHT) is currently 40%. We will review all of your estate including any investments, property assets, businesses, pensions and life insurance. This will help us provide an indication of your current IHT position. We will then analyse your future needs before working with you to implement the most effective solutions.
Our expertise will give you access to a range of options and techniques. These range from making full use of your allowances and exemptions and gifting away assets, to using trusts and other more sophisticated IHT-efficient investments.
For many individuals, their pension will be the cornerstone of their retirement income. However, when it comes to wider retirement planning,...Read more