marktill@thinkpositive.co.uk

0151 345 9864

Inheritance Tax Planning

Inheritance tax is only for the super-rich, so I do not need to worry!

Turning a house into a home is a thing to cherish, and takes time. Your home is also likely to be the biggest single asset in your financial estate. As a result it can impact how much of your estate is passed on to your loved ones in the event of death.

Inheritance tax is payable on death, but can also have to be paid during your lifetime depending, on how you ‘gift’ away assets.

Each year the UK Government reviews the tax rates payable, the reliefs available, and the amounts over which it becomes payable and how it treats gifts during your lifetime.

It is important to plan each year and check that your estate is passed legally and ethically to your loved ones without a major part being paid to the tax man.

We will advise you whether that specialist is part of Positive Solutions or not (e.g. will writing services are not provided by Positive Solutions. Advice on taxation, wills and trusts are not regulated by the FCA

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