Yet with efficient tax planning in place it’s possible to legally reduce the amount of inheritance tax they will pay, if not avoid it altogether. There are a number of steps you can take to put an efficient strategy in place with regards Inheritance Tax, including ensuring that your Will is correctly written and planned, transferring assets through the use of lifetime gifts and creating a tax- efficient fund to enable the beneficiaries of your estate to meet any Inheritance Tax liability without impacting on the assets you’ve bequeathed them.
To find out more about how our business partners can potentially assist with your individual requirements, why not contact us for an initial informal discussion.
Monica Bradley Associates Limited is an appointed representative of Mortgage Advice Bureau Limited
and Mortgage Advice Bureau (Derby) Limited which are authorised and regulated by the Financial Conduct Authority.
Monica Bradley Associates Limited. Registered Office: Carlton Chambers, 16a The Broadway, Cheam, Surrey, SM3 8AY
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