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How Covid-19 is affecting wealth management and our services. Our team continues to be fully operational during these unusual times. As ever, we look forward to servicing you at the very highest standard. For further details on our continuity plan and how this affects you please follow this link. Read more

Guide To IHT Planning

Home Guide to IHT Planning

Protecting your estate is ultimately about reducing the amount of Inheritance Tax your estate pays so more of your wealth goes to your loves ones to make their much easier when you are gone.

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Making sure that you’ve made plans for after you’re gone will give you peace of mind. It’s not nice to think about, but it means that your loved ones can carry out your wishes and be protected from Inheritance Tax (IHT).

You don’t have to be wealthy for your estate to be liable for IHT, and it isn’t something that is paid only on death – it may also have to be paid on gifts made during someone’s lifetime. Your estate will be liable if it is valued over the current IHT threshold on your death (click on this link to find out more about what inheritance tax is, how much inheritance tax is and setting plans in place to avoid paying so much in inheritance tax). The IHT Threshold, or Nil Rate Band (NRB), is currently fixed until 2020/21 at £325,000.

As expert, award winning Financial Advisers we can help you and your family put in place a plan to ultimately reduce the level of Inheritance Tax your estate will pay by effective inheritance planning. Would you like advice on reducing inheritance tax (IHT)? To know more about death duties? Learn more about inheritance tax exemption? The inheritance tax allowance, inheritance tax limit or inheritance tax planning?

 

In our free Inheritance Tax (IHT) Guide we briefly explore options such as:

  • Additional Rate Bands
  • IHT Exemptions
  • Making Gifts
  • The role Life Insurance Policies can play
  • What Trusts are and how they can be used

Whilst we hope you will find the Guide to IHT Planning useful, we appreciate that every care case is different and we would be happy to discuss your circumstances individually.

In order to download our Guide to IHT Planning please fill in the form below.  We guarantee that we will not pass your details on to any other person or organisation and we will not subject you to unwanted communications.

IHT Guide
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As an Independent Financial Adviser (IFA) Fiducia Wealth Management provides first class financial and investment advice from our offices in Dedham, near Colchester on the Essex Suffolk border and in Chelmsford, Essex. Fiducia Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority. This site is for information only, and does not constitute financial advice.

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