Inheritance Tax Planning

When Inheritance Tax (IHT) needs to be paid it’s already too late to do anything about it.

 

Inheritance Tax Planning

Inheritance tax (IHT) is a major part of estate planning. It is a 40% tax payable on the value of your estate that exceeds certain thresholds known as the nil rate band (NRB)

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Many think IHT will never apply to them, yet according to reports in 2015/2016 tax year HM Revenue & Customs collected nearly £4.7bn from thousands of families. 

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By taking the right action you could reduce the value of your estate and any possible future IHT bill.

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Estate Planning is something we must all consider. Whilst it may sound grand it simply relates to managing the wealth built up in a lifetime and the distribution of it. 

This guide will walk you through some of the key areas that ought to be considered for passing on what you've worked hard for to the ones you love. 

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

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We have outlined the associated costs for each stage of our service, ad hoc fees and hourly rate Find out more

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Speak to a member of the team

0345 600 4330

(Line open Monday to Friday 9am – 5pm)