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Securing your assets

Recent years of property inflation have caused the value of many people's personal assets to exceed the IHT nil-rate band, beyond which the value of their estate is taxed at a flat rate of 40%. However, in many cases suitable and inexpensive tax planning can reduce the potential tax bill considerably and through the use of a properly drafted will, ensures that the estate passes to the right people with the minimum of delays.

for advice & analysis on the following:

  • The Different Types of Trust and their use in Mitigating IHT.
  • The use that Life Assurance can play as an important role in IHT Planning. We will investigate the necessity of having a Trust mechanism in place.
  • The Benefits of Gifting, including Potential Exempt Transfers (PETs)
  • Advising the Trustees on their Roles and Responsibilities
 
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Welbeck Independent LLP is an appointed representative of 20Twenty Independent Ltd, which is authorised and regulated by the Financial Services Authority.