You can't take it with you

It's not just stately home owners who need to think about Inheritance Tax. Because average house prices are much higher nowadays, many more people could find themselves subject to Inheritance Tax. It pays to plan ahead if you want to leave the most you can to those that matter to you.

Currently, the threshold at which you have to start paying Inheritance Tax (IHT) is just £300,000. When you die, the value of everything you own will be totted up and, if it comes to more than the threshold, anything over that amount could be taxed at 40%.

Because the threshold hasn't risen as fast as house prices, many more people are liable for IHT than before. However, don't panic - you can reduce the impact of IHT with a little help from us.

IHT Projection

We can prepare a snapshot of your current inheritance tax position and build a projection of how your liability to tax will grow over the years.

We will use your own income and expenditure details and we will use different projections depending upon what you own at present.

Once we have a working model of your finances we can try out different mitigation strategies to see how these will impact on your own lifestyle over the years and what impact they will have on your inheritance tax liability.

Contact us for a no obligation assessment of your current and future liability.