Without the right advice and careful financial planning, HM Revenue & Customs can become the single largest beneficiary of your estate following your death.
Planning ahead for when you die allows you to set out clearly who should get what from your estate. Also, you can maximise Inheritance Tax reliefs and exemptions if your estate might be worth more than the Inheritance Tax threshold (currently £325,000).
As anything in excess of this is taxed at 40% on death, it is important to know what options are available to you to help mitigate this charge. Options include gifting to individuals and charities, some tax relief on business assets, using trusts and other tax efficient investments effectively… we can talk through these options with you, in order to help you decide what you can afford and the relevant impacts these can make on your personal situation.
It is also imperative you have an up-to-date Will that has been planned correctly to save the maximum amount of tax. We can put you in touch with one of our preferred partners who can assist you in this; working alongside us to provide a cohesive approach to managing your affairs. We do not receive any compensation for such introductions.
Tax Planning
Wealth Management
Estate & IHT Planning
Intergenerational Planning
Retirement Planning
Financial Planning Partners (FPP)
19 Wellington Business Park
Dukes Ride
Crowthorne
Berkshire
RG45 6LS
Email: admin@fpp-ifa.co.uk
Tel: 01344 778990
FPP are committed to dealing with clients and prospective clients in a professional and ethical manner and to that end adhere to the principals laid out in the CII Code of Ethics, a copy of which is available on request.
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Financial Planning Partners Ltd is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 301132 https://www.fca.org.uk/register.
Financial Planning Partners Ltd Registered Address: 19 Wellington Business Park Dukes Ride Crowthorne Berkshire RG45 6LS. Registered in England & Wales, No. 04555216. Neither Financial Planning Partners Ltd nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page. The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning. The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK. A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4 567.
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