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The growth in house prices in recent years means more families are now facing inheritance tax bills following the death of a family member.
And leaving a legacy is powerful; it can help the next generation to achieve their financial goals, or it could be that you wish to give back to your local community or to a charity that’s close to your heart.
Yet Inheritance Tax can be very complicated, and the rules, reliefs and allowances often change, so it is worth obtaining a clear grasp of how these taxes work by discussing with a professional adviser the most efficient way to arrange your estate.
Structure is key to ensure that you have more control over who gets what and when.
A good, balanced approach to financial planning can mitigate or minimise the effects of Inheritance Tax and we can advise on strategies to improve your position in this area using a number of different solutions.
The Financial Conduct Authority do not regulate estate planning & inheritance tax planning.
We will work with you to understand your exact wishes. Through forward-planning, we can ensure that your legacy goes where it is needed, at the right time, with minimum hassle.
The above logos refer to Dr Josh Lewis
WealthDoctor is a trading name of Wealth Doctor Financial Planning Ltd which is an Appointed Representative of ValidPath Limited which is authorised and regulated by the Financial Conduct Authority, Firm Reference Number 197107.
The information and guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.
