Inheritance tax planning

Inheritance tax (IHT) has been described as the ‘voluntary’ tax for the very wealthy (because they can afford to give wealth away during their lifetimes), but a serious problem for the merely comfortable (because they need to keep personal wealth to fund their retirement).

More and more ‘comfortable’ people are finding that increased property values mean that their estates will be liable for inheritance tax when they die.

Our specialist advisers can help you put together a plan for minimising the inheritance tax on your estate, using strategies such as:

  • Gifts in your lifetime, including trusts
  • A tax-efficient Will
  • Life assurance.

Contact us today, and we can help ensure that more of your money passes to the people you choose, not the tax man.

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Straughans, Hadrian House, Front Street, Chester Le Street, Co. Durham DH3 3DB
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