Inheritance Tax Planning

Inheritance Tax has been called a voluntary tax, as there are strategies for most people to lawfully avoid paying the tax. Millionaires deploy inheritance tax planning strategies to save £100,000’s in Inheritance Tax (or more), so why don’t you? The Inheritance Tax rules are, however, complex; any scheme must be carefully implemented to avoid falling into the traps laid by the Taxman. Many people have given their homes to children only to find that the taxman can say they “have reserved a benefit” and the gift does not avoid tax. Indeed, the donor(s) of the gift can be much worse off than if they had never made the gift. We are an authority on Inheritance Tax law. We know many different strategies for families to mitigate their liability to Inheritance Tax. Armed with your bespoke financial and inheritance tax plan, you can take action to mitigate Inheritance Tax. Mitigating Inheritance Tax could make the difference that enables your child or children to retire early in comfort. This is a wonderful gift, which only takes a short amount of your time - your initial appointment with Wexdon Financial Services and deciding to implement your bespoke financial plan.

Our advice on Inheritance Tax is likely to be significantly cheaper than taking advice from a lawyer. We understand estate planning can be sensitive for you and your family. We will not rush you. If you feel you need further appointments to explain the points in your bespoke financial action plan, we will be very happy to make further appointments. One word of caution: never do anything just to save tax. The decision must be balanced and make total sense. For instance, you must leave yourself with adequate means to enjoy life; and you don’t want to do something to save Inheritance Tax only to find later that you have to pay Capital Gains Tax at 28% or 18% in your lifetime.

We are so confident that you will like our service, that even if you have an existing advisor relationship and you want a second opinion, we will relish the chance to earn you as a client. We call this the Wexdon challenge. Our initial appointment is free of charge – no matter how long it takes. Even if you live in a completely different part of the country, we are pioneering SKYPE conferencing for IFA meetings. All it will cost is a little bit of your time. Give us a try: call us now to book an appointment to start the process. It is your first step to a brighter future for you and your family.