Inheritance Tax Planning

Inheritance Tax can be complex; plan ahead and take advice from Newcastle Financial Advisers.

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Newcastle Financial Advisers, established by Newcastle Building Society, are here to help you.

Inheritance tax (IHT) is a 40% tax payable on the value of your estate that exceeds certain thresholds and is a major part of estate planning.

When Inheritance Tax (IHT) needs to be paid, it’s already too late to do anything about it. By taking the right action to help ensure it is managed correctly, you could reduce the value of your estate, and in turn, any possible future Inheritance Tax bill. We can introduce you to the Newcastle Financial Adviser local to you.

There are three key stages to Newcastle Financial Advisers Financial Advice Service.


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By taking the right action and making sure it is managed correctly you could reduce the value of your estate, and in turn, any possible future inheritance tax bill along with making provisions to pay an Inheritance Tax bill.

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We have outlined the associated costs for each stage of the service, ad hoc fees and hourly rates.

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HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.

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Newcastle Building Society introduces to Newcastle Financial Advisers Limited for advice on Investments, Pensions, Life and Protection Insurance and Inheritance Tax Planning. Newcastle Financial Advisers Limited is an appointed representative of The Openwork Partnership which is a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority.