Inheritance

Mitigating Inheritance Tax

To mitigate is to simply make best use of the allowances and rules available to reduce any tax payable by the next generation (or whoever we choose to leave our estate too).

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State Pensions & Benefits

The Voluntary Tax

Following the years of hopefully happy and fulfilled retirement, you may be wondering how best to pass on wealth. There are ways to ensure that assets are passed efficiently but it’s important to understand the basic rules that apply and current allowances. That is what we focus on here.

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What can I expect to learn?

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Our Process

So, how does it work? Discover more about our process here.

Step One

Initial conversation and outline

Step Two

Agreements and subscription

Step Three

Emails uploaded, login details sent to all staff to login and use the site.

Mitigating Inheritance Tax

IHT Investing

We look at how some investments carry an IHT free exemption, and the risks involved in these type of investments.

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