Inheritance Tax and Estate Planning

For all of us, planning how to leave wealth to loved ones is an emotional process. With thresholds at £325,000, many people will get caught in the Inheritance tax net.

Our estate and taxation specialists can help you to plan in a way that protects your wealth and maximises the value of your assets, to give you peace of mind and allow you to pass on more to those you love.

Our dedicated team can:

  • Review your current situation and help you with a strategy to manage your assets
  • Provide guidance on “gifting”, including use of trusts and lifetime transfers
  • Help with understanding the use of reliefs, exemptions and lower tax rates, including recent new reliefs such as the main residence nil rate band
  • Arranging adequate life assurance to cover potential inheritance tax liabilities

Trusts and some forms of tax planning are not regulated by the Financial Conduct Authority.

MHA Tait Walker Wealth Management is a trading style of Tait Walker Financial Services Ltd which is authorised and regulated by the Financial Conduct Authority.  Company Number 5674020. Incorporated in England.