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Allied Professional Will Writers Ltd |
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WILLS, LEGAL, TAX PLANNING. |
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"...If you have not planned for Inheritance Tax you may have just denied your children everything you worked for!" |  |
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0845 166 8873 |
SAVE Inheritance Tax - why pay it?
Simple opportunities for saving IHT are still open to many
The simplest IHT saving opportunity for married (and civil registered) couples is to make sure they have up to date and valid Wills, without which they will lose part of your Nil Rate Band tax free allowance, and, in most cases, dramatically handicap the finances of the survivor.
Post pre Budget Review 2007 - New Opportunities open up...
Most forms of taxes are optional - but only "rich" people can afford the advice to avoid them! For us, a High Net Worth Individual (HNWI) will have a net worth in excess of £1m - not a lot these days!
Our High Net Worth Individual specialists can put together a plan to avoid most taxes, but the fees and complexity are such that most non HNWI would not even have the ability to pay the fees.
Nevertheless, it is possible to take an estate entirely out of IHT in a few days, to avoid CGT and most other taxes!
If you are a HNWI or adviser to them, feel free to email an outline of your situation and we will be happy to have a brief (free) chat with you to see if the potential savings are sufficiently urgent or important for the necessary fees to be raised.
Contact HERE or call 0845 166 8873 and ask for Steve Pett
There are many ways of setting up a scheme to save
Inheritance (we know - we wrote Inheritance
Tax Secrets) and tax efficient Wills are one of the best, and
the lowest cost - apart from just giving money away.
We can discuss this with you, but the following (amongst others) should be considered:
 | Debts - mortgages will not automatically be paid off by insurance, so your spouse may inherit the debt without the means to pay it. |
| Gifts made within the last seven years (sometimes 14 years) |
| Life insurances inappropriately set up (most are) |
| How is your home owned? |
| If care fees have been Council funded, will they "inherit" your home? |
| Have you been affected by the Phizackerly ruling? |
Take action and find the costs - CLICK HERE