Inheritance tax

Image of a young girl sitting on her grandmother's knee illustrating the importance of inheritance tax planning with Cathedral Independent Financial Planning LtdInheritance tax is paid on your estate when you die and effects estates with a value more than the inheritance tax threshold. To preserve the value of your estate there are measures you can take, ensuring a maximum amount is passed to your beneficiaries. These include investing in property, transferring your assets to a trust or taking out life assurance to cover the cost of the tax.

We can help you plan to avoid unnecessary tax on your estate being paid. Why not get in touch to discuss what you can do now? Call us today on 01234 752502 or send us an email.