Inheritance Tax Planning

Inheritance Tax Planning, to help you minimise your Inheritance Tax liability.

Inheritance Tax can cost loved ones hundreds of thousands in the event of your death, yet it’s possible to legally avoid a lot of it, or even pay none at all, with Inheritance Tax Planning.

More and more families have been hit by Inheritance Tax (IHT) in recent years after steep rises in house prices. Your family home could be worth more than you thought.

Every individual has a tax-free allowance of £325,000 and IHT applies to the value of the estate above this at a rate of 40% on death.

Firstly, the team at Milestone Financial Planning will calculate what the IHT liability would be on your estate. We’ll then look at ways you can minimise this liability by identifying suitable solutions, including trusts, life cover, charitable gifts or simply taking advantage of exemptions.

Get in touch with the expert team at Milestone Financial Planning to arrange an initial no fee, no obligation meeting to discuss how you can minimise your Inheritance Tax libility for your loved ones.

Get in touch with us.

Get in touch with us.