Banish Inheritance Tax
Speak to an Expert
- Do you fear the fruit of your life’s work would be stolen by inheritance tax?
- Do you find the rules to inheritance tax contradictory, confusing and confused?
- Are you tired of spending your time on poorly written blog posts, tired of trying to make sense of muddled magazine articles, tired of trying to work out the point of self-serving newspaper stories?
Keep Your Money in Your Family
Keep the Taxman Away, Legally
Avoid inheritance tax: get answers to your inheritance tax questions.
Avoid Inheritance Tax Easily
There are 425 different ways to save on IHT. Use them for avoiding inheritance tax.
Keep Your Sanity
Save hours and weeks of fruitless searching: get clear inheritance tax guidance.
What You Can Expect
Solutions Specific to You
Your family and your financial situation are unique, so, your inheritance tax guidance, and estate planning advice must be laser focused on you.
The solution to every problem depends on its circumstances – the answers to questions on avoiding inheritance tax are only any use if they are based on your circumstances, your aspirations and your intentions.
Therefore, we’ll start with a blank sheet of paper.
In your advice session, we’ll discuss your aspirations for your estate and I outline how you could apply the exemptions, rules, allowances and principles to meet your aspirations for your family’s future financial wellbeing by keeping your inheritance tax bill to as near zero as possible. And, I shall help you understand how the evil of inheritance tax turns a Rolls Royce to a Mini.
I’ll show you how to avoid estate tax, how to keep the evil of inheritance tax away from your family.
Clear Understanding of Your Options
Your advice session will leave you with a clear understanding of the philosophies and principles of estate planning and inheritance tax planning.
You’ll understand how these principles affect your family. Your advice session will leave you with knowledge of the tools you can use to keep your assets safe from HMRC.
You’ll master how to:
- Use trusts – including life interests trusts, interest-in-possession and discretionary trusts – to keep your money and other assets in the family.
- Transfer or give assets before your death to avoid tax (and know the benefits and potential pitfalls of doing this).
- Create a plan provides confidence and security that your money would stay in your family forever.
Clear report of your session
You’ll get a report, in crisp clear language that spells out the detail of our advice session, with all your options outlined, and recommendations for the best way to achieve your desired objective.
You’d get a statement explaining the consequence of each of your options, and where applicable, the cost of each option.
Fixed Fee Advice
Fixed fee advice – less than half the cost of your phone. No gimmicks. No nasty surprises.
