Inheritance Tax Planning

UNDERSTANDING HOW INHERITANCE TAX WORKS

Inheritance tax (IHT) can cost your family and loved ones a considerable sum of money in the event of your death.

Without adequate planning, HMRC may be the single largest beneficiary of your estate after your death.

Whereas in the past, inheritance tax was mainly targeted at high net worth individuals, rising property prices in recent years have resulted in more individuals facing hefty tax liabilities.

It’s therefore essential to understand how inheritance tax works, and start planning early.

HOW CAN WE HELP?

At Clarity IFA, we can help you minimise your inheritance tax liabilities.

With a little forward planning, it may be possible to legally pay very little inheritance tax or perhaps even none at all.

Our consultation process is designed to ensure we gain a thorough understanding of your situation and objectives before we provide any advice. Furthermore, we take the opportunity to discuss your requirements face-to-face, in great detail, to ensure that we are providing you with a solution to your needs.

Contact Clarity IFA today to speak to us about inheritance tax.

Financial Experts

Our team of knowledgeable experts is well placed to assist you with customised, easy to understand wealth management and financial planning solutions.

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As independent financial advisers, we have access to the entire financial services marketplace. We aim to deliver impartial solutions at all times.

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At Clarity IFA, we strive to build strong long lasting relationships with all of our clients. We always ensure that your best interests are our top priority.

Tailored Solutions

Our consultation process is designed to gain a comprehensive understanding of your situation and objectives, before we provide you with any advice.