Estate & Inheritance Tax Planning

Estate & Inheritance Tax Planning

What is inheritance tax? How much will I have to pay? Can I reduce the tax I have to pay? How do gifts work?

Estate planning is the process of anticipating and arranging for the disposal of an estate. At Invest Southwest our aim is to help you eliminate the uncertainties of the administration of probate, and, by legitimate means, reduce taxes and any other associated expenditure.

Inheritance tax becomes payable on estates valued above the current threshold. Whilst it is never a pleasant subject, planning ahead is imperative to ensure that when you die the plans for your estate are clearly set out. There are many options that can be looked at to help with estate and inheritance tax planning and therefore the right advise is crucial to ensure that we arrive at the best possible solution to suit your needs.

  • Gifts with reservation
  • Discounted gift trusts
  • Money into trusts
  • Lifetime transfers

To find out more you are welcome to contact us to book your free initial consultation.

For your reassurance, we will never levy a charge unless we can demonstrate that we can benefit you in doing so.

The Financial Conduct Authority does not regulate taxation, trust advice or will writing.

There will be a fee for mortgage advice. The precise amount will depend upon your circumstances but we estimate that it will be £495.

The value of investments can fall as well as rise. You may get back less than you invest.