Inheritance tax mitigation and planning

Financial planners are able to assist individuals who want guidance in connection with inheritance tax planning as they are able to offer a number of different FSA regulated products and services. 

Inheritance tax protection, discounted gift and other IHT planning schemes

It is common for individuals to take out insurance to cover their potential IHT liabilities whether they might arise within seven years of making an inter vivos gift or on death at any other time. 

Furthermore there are a number of more sophisticated schemes which use certain investments to help individuals reduce their inheritance tax bill.

Some schemes help individuals reduce the IHT liability on their family homes whilst others are limited to their investment portfolios. 

Contact Us 

If you would like any information about any of the tax planning schemes that are currently available or an indication of the cost of whole of life cover or term cover on your life please contact one of our advisers in your preferred office.