Don’t forget that your estate for Inheritance Tax purposes includes your house and any other assets that you own. This means that for an estate of £450,000 (single person) HMRC could receive £40,000 of your estate before your children or other beneficiaries receive the balance.

With our help you may be able to reduce or eliminate this bill, so why not give us a call to arrange an informal chat to discuss your requirements.

Some areas of Inheritance Tax Planning are not regulated by the Financial Conduct Authority.

The levels and bases of taxation, and the reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.