Inheritance Tax Planning
Is your estate worth more than £325,000?
If so then you are in scope for IHT and any assets above this level are taxable at 40%.

We can provide solutions to assist clients in passing assets tax efficiently onto future generations by a combination of existing tax reliefs & exemptions, gifts and insurance based solutions.
Much can be done to reduce inheritance tax liability as long as the issues are addressed at a sufficiently early stage.
Our associated financial planning firm Mill Lane Asset Management (Rutland) can then assist in insurance based solutions.
To discuss these options call Andrew Cross on 01572 757587.
As impartial advisers to what are often complex situations we can provide tax efficient solutions ensuring assets are passed to the intended recipients.


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