The Importance of Inheritance Tax Planning
The popular perception that Inheritance tax only affects the rich is untrue. Without proper planning your loved ones could be losing out on huge sums in the event of your death. Putting in place an Inheritance Tax (IHT) strategy will mean that your family can avoid a hefty tax bill if they are to inherit your cash, home, investment or possessions when you die.
At Approachable Finance we offer sound advice and a friendly service for making the sometimes tough decisions about your estate. We always advise that the first step is making a will, before looking at ways that tax can be reduced.
- Do you have an up-to-date will?
- Do you know how much you’ll pay in IHT?
- Have you considered Life Cover or Trusts?
We can help you pass your wealth down effectively. Contact us today for a NO OBLIGATION financial consultation.