In order to ensure that our existing clients receive the best possible service we are currently not taking on any new pension, investment or wealth management clients. We apologise for not being able to assist at this time.
With property prices rising steadily more and more families will be caught in the inheritance tax (IHT) net in coming years. Boston Spa, Wetherby, Yorkshire based IFAs Matthew Harris and Wendy Cochran have long experience in the use of available exemptions, gifts and trusts to reduce or even avoid inheritance tax altogether.
Areas we can advise on include:
The key to reducing inheritance tax liability is forward planning, as gifts made more than seven years before death escape the inheritance tax net (unless they are gifts into trust in which case the situaiton can be more complex). Trusts also offer a valuable way to move assets out of your estate while retaining control over them and retaining the ability to determine who inherits them and when.
For a free initial consultation on your estate and inheritance tax planning needs, please get in touch.