Inheritance Tax Planning

What you need to know

The current Inheritance Tax allowance is £275,000

This is the total value of your estate that can be passed on to your beneficiaries free from Inheritance Tax.

Anything over this amount, may be liable to taxation at 40%

Forward planning can possibly reduce or eliminate any tax liability or ensure that your dependents have sufficient funds available to pay for any tax liability that is due.

With the increase in property prices, many people who may not consider themselves to be effected will actually be suprised to learn that their estate is in fact over the £275,000 allowance.

How we can help you

We're the Inheritance Tax Planning experts.

We'll work with you to:

1. Calculate the value of your estate

2. Estimate the potential Inheritance Tax liability

3. Offer solutions to either reduce, eliminate or ensure that the tax liability can be paid

To discuss Inheritance Tax Planning with a qualifed Financial Adviser, call 0845 201 1582 or e-mail info@wowfm.co.uk