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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 £312,000 in 2008/09 or up to £624,000 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.

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

The Financial Services Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

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Pensions & Wealth Management Services Ltd
Registered Address:
Suite 26, Century Buildings, Brunswick Business Park, Tower St, Liverpool, L3 4BJ

Registered in England & Wales, No. 5860471

Neither Pensions & Wealth Management Services Ltd nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.