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Inheritance Tax Planning

Advice for individuals including those who own their own businesses.

Working with your other professional advisers to provide the best solution for you and your families.

Sound advice to help you legally mitigate the amount of inheritance tax paid on your worldly wealth and how this will affect your estate and your beneficiaries. We employ morally acceptable tried and tested financial planning methods.

We begin by gaining an understanding your needs and requirements, we then look at the best ways to reduce your tax bill through the use of gifts and trusts.

No ‘abusive’ tax planning here! However, you will find the good use of arrangements like discounted trust schemes and loan schemes, along with discussions involving your solicitor and accountant.

The cost of giving you advice in relation to Inheritance Tax planning will normally be part and parcel of your overall on-going services agreement.

Sometimes you can’t reduce your estate by making gifts, but you may want to make sure your beneficiaries can either pay the tax bill, or have access to some money outside of your estate. Life assurance can be the answer.

Contact Steven to discuss Inheritance Tax Planning:

T.H. March Financial Planning Limited Registered in England No 08357059. T.H. March Financial Planning Limited is Authorised and Regulated by the Financial Conduct Authority. You may check this at the FCA’s register by visiting the FCA website or by contacting the FCA on 0800 111 6768

Complaints: If you should be unhappy with our service we have a complaints procedure, details of which are available here