Inheritance Tax Planning

Few taxes are quite as emotive – or as politicised – as Inheritance Tax (IHT). The structures into which you transfer your assets can have lasting consequences for you and your family. We can help you choose structures and trusts designed to protect your assets and give your family lasting benefits.

Effective estate planning is about getting the right balance between maintaining access to your money when you need it and saving tax. This is because, in general, the more tax-efficient a solution is, the less access you have to your assets. Safeguarding your own financial future is very important, and giving too much away could put this at risk.

This is a very complex area of financial planning, and despite all the options available, unless you give your home away, it may be difficult to avoid IHT on what is probably your most valuable asset. Protecting and preserving your wealth One thing is certain: you should obtain professional financial advice if you have any concerns about how to mitigate IHT. To find out more about our services, or to discuss how we could help you to protect and preserve your wealth, please register for our seminar on Inheritance Tax Planning.

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Bookings are closed for this event.

Date/Time
Date - 29/10/2015
5:00 pm - 6:00 pm

Location
Office of Paul Murray Investments