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Our Private Client Services

Wealth planning & personal taxation

Inheritance tax

Your estate for inheritance tax purposes includes not only your cash assets and investments but your home and any lump sum which may be payable as a result of your death, for example, a death in service benefit and life cover (unless you have nominated these or written them into trust during your lifetime). If the total exceeds the Nil Rate Band (currently �325,000) then inheritance tax is chargeable at a rate of 40% on the excess unless you leave your estate to a spouse or civil partner, charity or political party, or unless agricultural and/or business reliefs apply.

We have the expertise to advise you on your potential inheritance tax liability and how best to structure and deal with your assets both during your lifetime and on death via your Will to make the most of the tax-saving opportunities available to you.

For a no-obligation discussion, call us on + 44(0)345 833 9025

We've listed the areas we can advise on in detail but we don't want to waste your valuable time. If you're not sure whether we can help, just email us or call on + 44(0)345 833 9025. We're happy to have a look at your issues and confirm if we can help.