Taxation

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Inheritance Tax Planning

"Nothing in this life be certain save death and taxes"

Inheritance Tax is levied on an Estate at the rate of 40% apart from the Nil Rate Band currently £325,000 in 20010/11 or up to £650,000 if there is an unused proportion of an allowance from a deceased spouse’s/civil partners Nil Rate Band.

There are many steps that can be taken to ensure Inheritance Tax is minimised. These include:

  • Careful construction of a Will
  • Use of Trusts
  • Use of IHT Exemptions
  • Use of Potentially Exempt Transfers

We can provide independent advice to tailor a solution to an Inheritance Tax problem.

The guidance and/or advice contained in this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

The Financial Services Authority does not regulate the activities of tax planning, estate planning or IHT planning.

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Pensions & Wealth Management Services Ltd is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 455109

Pensions and Wealth Management Services, Financial Services, IFA, Independent Financial Adviser, financial planning, financial advice, investment advice, retirement planning, taxation advice, health insurance, corporate advice, Southport, Merseyside, Burscough, Lancashire, Harpenden, Herts, UK