IHT planning

Even with the changes announced in the recent Pre-Budget Report, Inheritance Tax will be an issue of concern for people with larger estates.

We work closely with our Tax Department to offer investment solutions that will protect more of your wealth and allow you to pass on more to your children and grandchildren. Contact Sally Lockey for further information.

Use our free Inheritance Tax calculator to work out how much tax will have to be paid on your estate.

Use the following link for useful information from the Financial Services Authority:

www.moneymadeclear.fsa.gov.uk