“With inheritance tax currently at 40%, there is potentially a large tax bill to pay and careful planning in this area can really add value and save substantial sums”

Allan Wilson, Wilson Partners

Allan Wilson, Director, Wilson Partners.
What we do > Private individuals > Inheritance tax

Inheritance tax

As we get a little older, it is inevitable that thoughts turn to inheritance tax and the understandable desire to reduce the tax burden on assets passed to the next generation. With inheritance tax currently at 40%, there is potentially a large tax bill to pay and careful planning in this area can really add value and save substantial sums.

There are many options to consider and almost every case is different due to unique family circumstances. We’d love to talk to you to understand your specific position and help you explore the steps you might be able to take to minimise exposure to inheritance tax for your loved ones.

Let’s start the conversation.

See our personal tax case studies including how we saved £1.7m on a £5m estate

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