Inheritance Tax Planning

Inheritance tax planning allows you to reduce the liability of your estate so that your loved ones aren`t subjected to 40% tax bills in the event of your death. If you think your assets could exceed the nil band rate of £325k on your death, you need to be considering a way to mitigate the tax burden through estate planning. Don`t forget that this also includes pay outs you may receive when you die such as life insurance policies and pension plans.

IWC offer a range of services to help with IHT planning. We can visit you at home and discuss the ways you can avoid, or at least lessen the amount of tax that will be due upon your death. This will mean your legacy will be passed on to future generations, without them having to give up 40% to the Government. We can assist you in all aspects of tax planning, including:

  • Making a Will
  • Tax efficient distribution of assets
  • Business Wills
  • Lasting Power of Attorney
  • Nil rate band discretionary trust
  • IPDI Trusts (immediate post death interest)
  • Pilot trusts
  • Gift Allowances
  • Off Shore Accounts

Tax Planning Options

Which options you take will depend on your individual circumstances and the circumstances of the intended beneficiaries. It may be just a case of writing joint wills to ensure you avoid intestacy laws and setting up lasting power of attorneys to ensure financial control is kept.

In the case of a complex estate that perhaps includes shares or overseas investments, careful planning and preparation is crucial to avoid lengthy probate and unnecessary taxation.

If you would like to leave a substantial proportion of your estate to your grandchildren, we can help you set up a trust in the most tax efficient way to protect your estate for future generations.

You need expert advice, based on your individual needs, from someone who is familiar with current IHT laws. An experienced professional from IWC will be able to help. Call our free advice-line now on 0800 612 6105.

Inheritance Planning with IWC

The beauty of IHT is that there are many ways to limit it. IWC are a specialist estate planning company, dealing with will writing, probate and inheritance tax returns. We are fully up-to-date with current laws regarding inheritance tax and are qualified to give you the best possible advice. Choose us and benefit from:

Tax advice and guidance from full STEP members or Law degree qualified professionals, with a wealth of experience. We are specialists in the field, fully conversant with current inheritance and taxation laws.

A complete service; we can help you with all aspects of estate planning, will writing, trust clauses and guide your family through the probate process.

Home visits, for clients Nationwide.

Fixed fees, we operate a low-cost, fixed fee system, with no expensive hourly rates.

No Obligation Appointments and a free advice line.

We are fully insured and Regulated by the Society of Will Writers & Estate Planning Practitioners. We`re also the preferred practitioners for the British Forces Pension Society. You can follow the link and read testimonials from our many satisfied clients.

Call IWC now free on 0800 612 6105 for immediate inheritance tax planning advice, our lines are open until 10pm, 7 days a week.

 
Call us for a quote, instant help or impartial advice on freephone 0800 612 61050800 calls are free - 0333 are local rate - Just click to Call
Inheritance Tax Planning
Probate

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