Inheritance tax (IHT) and estate planning can be complicated, and everyone wants to pass on as much to their loved ones as they possibly can. If your total assets exceed the inheritance tax threshold, your estate may have to pay a bill soon after your death.

Inheritance Tax can be a concern for many people, not just those with large estates. Without the correct planning, you could pass on just 60% of your wealth to your loved ones. Estate planning is not just about passing on as much money as you can on your death, it is also about making the most of your life now and making certain you have enough to meet your needs.

Using exemptions and reliefs available to you, such as the Residence Nil Rate Band (NRB) and Business Property Relief (BPR), our advisers can organise your affairs to achieve your objectives and limit your exposure to Inheritance Tax. This is why it’s so important to start planning early and our expert advisers can help achieve your goals.