Estate Planning
Inheritance tax is paid on the value of your estate when you die. Due to rising house prices, the potential impact of inheritance tax is becoming an increasing concern to people who wish to preserve the maximum value for their children or other beneficiaries.
We work with our clients to identify their potential inheritance tax liability and put in place solutions to minimise or remove this liability on death.
As independent financial advisers we have access to various insurance and investment related tax planning solutions that are not usually available to solicitors.
Where necessary we work closely with your existing legal advisers to establish trusts and other planning solutions that could minimise your inheritance tax bill. Alternatively we can introduce you to a local solicitor with the required expertise for this type of planning activity.
Our estate planning advisers hold an Advanced Taxation and Trusts qualification.
Do call us on 01483 274566 or email hello@icl-ifa.co.uk to request a client welcome pack and arrange an initial meeting. This first meeting is at our expense and without obligation. We look forward to hearing from you.
