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 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 IHT bill.

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Use this calculator to get an indication of you Inheritance Tax liability Find out more

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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0345 600 4330

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