Inheritance Tax

Inheritance tax (IHT) is a tax levied on your assets when you die. If the value of your estate exceeds the IHT threshold, a tax of 40% will be levied on everything above that level.

We offer a range of solutions that can potentially reduce/mitigate your IHT liability. Such issues should also be discussed with your tax and legal advisers.

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Authorised and Regulated by the Financial Services Authority.
Registered in England and Wales No. 5070654.
Registered Office: 51a Heath Road, Billericay, Essex, CM11 1HS.
Tel:01268 710720. Fax:01268 710790.
FSA Firm Number: 447235