Things are ever-changing under the legislation and the opportunities for inheritance tax reviews need to be made on a regular basis.
We are able to assess an overall inheritance tax position, calculate any tax that is due and offer simple, easy-to-understand solutions that will suit each individual's personal circumstances. We work very closely with a number of leading solicitors' practices who are members of the Society and Trust Estate Practitioners, who themselves specialise in will and estate planning.
We also, where appropriate, utilise the use of trusts. These can be some of the most effective inheritance tax planning solutions, with some allowing access to either income and/ or capital whilst still being inheritance tax efficient. We are well versed in the use of trusts and keep up-to-date in our continuing professional development in this area, to ensure that we provide the very best advice possible for inheritance tax planning.
The number of estates that are caught by inheritance tax has continued to grow over the years and, whilst recent legislation changes made use of two nil-rate bands for married couples, this still leaves a considerable number of people whose estates are over £650,000 and for whom inheritance tax advice is, therefore, imperative.
Levels and bases of and reliefs from taxation are subject to change and their value depends on the individual circumstances of the investor. The FCA does not regulate taxation and trust advice, will writing and estate planning.
"I find him (David) reliable, dependable, hard working and extremely professional. In our meetings he has the ability to explain sometimes complicated financial matters in a clear, concise and convincing manner. Furthermore, if I have a problem he willingly makes time to address my concerns."
CJ of Newcastle-under-Lyme
"Alex provided me with excellent advice for investing my pension pot without too much of a risk but still providing me with an income similar to what an annuity would have done, and leaving me with options for future needs. He gave honest and easy to understand advice and I am absolutely happy with the value for money service."
JT of Cheshire