Estate & Inheritance Tax Planning
If you thought inheritance tax was just for the extremely wealthy people to worry about, think again. Recent reforms to inheritance tax and rising property prices have meant more estates are likely to face an inheritance tax bill. Pensions will also be subject to inheritance tax from April 2027.
If your estate has an inheritance tax liability, your beneficiaries will have to pay the inheritance tax bill. This may not be the kind of legacy most people think of leaving behind.
The good news is that there are plenty of things you can do - in your lifetime - to take care of a potential inheritance tax problem. But finding the right options for you will depend on your personal circumstances. What maybe the best solution for one family may be completely unsuitable for another.
We have extensive experience in advising and recommending the most suitable solution depending upon your individual circumstances.
Protect Your Estate and Your Legacy
Inheritance Tax can affect more estates than many people realise, and pensions will also be subject from April 2027. Our specialist advisers provide personalised guidance to help you plan effectively, reduce potential liabilities, and safeguard what you leave behind for your beneficiaries.
? Call us on 01244 356789
? Email us at info@cullimoredutton.co.uk
? Or complete the contact form on this page, and one of our team will be in touch promptly.
Take control of your estate planning and protect your legacy with expert advice.