Inheritance Tax Planning

Inheritance tax advice
Passing money down the generations without the taxman taking too much requires careful
planning

In simple terms, inheritance tax is based on the value of your home and its contents, your savings and investments, and any other assets that you own in your name or jointly with others when you die.

The impact of inheritance tax is becoming an increasing concern for many people who would naturally prefer their estate to pass intact to their chosen beneficiaries upon their death. In some cases, the tax burden can leave the beneficiaries in a position where they have to sell, rather than retain, the assets in order to meet the inheritance tax liability.

CHARLES & FITCH specialise in providing solutions to minimise your inheritance tax liability. We want your intended beneficiaries to benefit most from your estate, not the taxman!

The Financial Conduct Authority does not regulate taxation and Trust advice.

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