Inheritance Tax Planning from Horbury Financial Services Limited

Inheritance Tax Planning

Inheritance Tax Planning

Inheritance Tax has long been assumed to be a problem for the rich. This appears to be no longer the case, as it seems to affect more people and perhaps increasing property prices may be one reason for this.

Inheritance Tax (IHT) is a real worry for lots of people. But there are plenty of things you can do now to make sure you pass on as much of your wealth as possible to your family and friends rather than to the Government.

IHT planning is specialist and often involves complex products and solutions, so professional financial advice should be sought.

Points to consider

  • How much inheritance tax would your estate have to pay if you were to die today?
  • What do you intend to leave behind for those who follow?
  • Have you used all of your inheritance tax exemptions?
  • Have you made a will and does it make the best use of the inheritance tax provisions?
  • How sure are you that any gifts you have made are effective?
  • Do you wish to avoid inheritance tax but need your investment income?

For advice please contact us.

The Financial Conduct Authority does not regulate Inheritance Tax Planning.