INHERITANCE TAX

Many people find it unfair that they are taxed for dying. Make sure as much of your savings as possible end up in the hands of those you love. 

Keeping it in the family.

Many people find it unfair that they are taxed for dying. Make sure as much of your savings as possible end up in the hands of those you love by speaking to a Later Life Financial Adviser.

A Later Life Financial Adviser would consider:

How much money you need to keep access to
Whether spending your money might be the best option
What the alternatives are, given your priorities

Example: Bill and Barbara's story

Bill and Barbara had too much money. While this is not normally a problem they were concerned that much of it would be lost to inheritance tax so they sat down with their adviser. They realised they could not only fund their grandchild’s education but also give their grateful daughter a gift.
This is only an example and outcomes will depend on your individual circumstances.

Inheritance Tax planning is not regulated by the Financial Conduct Authority.

Tax treatment is based on individual circumstances and may be subject to change in the future.

Free inheritance tax planning

CONSULTATION

Speak to an adviser who will assess your objectives, current position, and help you plan a course of action. It’s also an opportunity for you to get to know us before deciding to engage our services. You can ask as many questions as you need. Your first meeting with us where we will discuss the ways in which we might help you is free of charge. Contact us today to book an appointment.

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NEWSLETTER

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