The aim here is to ensure that your estate is passed on to the beneficiaries you choose to benefit, with the minimum liability to tax. Inheritance tax is paid if the value of your estate exceeds £312,000 (in 2008-09) , and this figure is reached much more easily than many people think. It is not just a question of the value of your cash and investments, you also have to consider the value of your house. It sometimes happens that the proceeds of life assurance policies, and even death benefits under any pension arrangements may also form part of your estate. We can work with you to reduce or limit the impact of inheritance tax.
For many, there is also anxiety about the possible costs of care in later years. There are steps that may be taken to avoid being overexposed to such costs. See also Care Costs.
| Contact us on 01752 205202 |
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| This firm is regulated by the Solicitors Regulation Authority firm number 222028 |
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