Getting expert independent advice
Many people prefer not to think about taxes that are due on their death, but getting expert advice could save you and your family a considerable sum of money. However, knowing about the potential problem is only the start. What you need to do now is make sure you take some action.
Our advice is entirely confidential and we will:- Discuss your personal financial situation with you
- Help you calculate whether or not you are likely to be liable to Inheritance Tax
- Advise you on the best way to start transferring assets out of your estate now, taking advantage of the various reliefs and exemptions
- Talk to you about some other specialist schemes, using trusts and investments that will allow you to stay in control of your assets and perhaps benefit from them if that is your wish, or
- Help you to protect your estate from the costs of Inheritance Tax by taking out insurance to cover the estimated bill.
As Independent Financial Advisers, unlike people working for one financial institution, we are duty bound to find the best financial products and plans to suit your personal circumstances from the whole market.
If you would like to find out more about Inheritance Tax and Estate Planning, please contact us on 0117 930 2393 or e-mail info@burnsandersonifa.co.uk. Please note that the FSA does not regulate tax advice.
