Inheritance Tax

Inheritance Tax

Services

Inheritance Tax

Inheritance Tax (IHT).  All too often a subject that’s avoided.

Perhaps you’d rather not think so far into the future.  You may fear conversations will be labelled as grasping, or believe that inheritance planning will automatically limit access to capital or assets.

At Clear Financial Advice, we’ll create clarity around the issue.  Help you to dispel financial myths, develop an accurate understanding of inheritance tax, and find an appropriate balance for you.

This is important, because addressing inheritance tax is one of the simplest steps you can take to protect the wealth you’ve worked so hard to accumulate.

We’ll scrutinise whether you’ll pay inheritance tax and help you to find a pragmatic way to address it:

  • Calculate your potential inheritance tax liability
  • Assess appropriate gifting opportunities
  • Navigate the complexities of the inheritance tax rules
  • Mitigate all or part of your inheritance tax liability

The result is inheritance tax planning that’s rigorous, objective and fit for purpose.

More for your loved ones

By holding life cover in trust, you protect your beneficiaries from inheritance tax and help avoid probate.

Setting up a trust is quick and easy, but deciding on the right trust can be more complicated.

Let us help

Feedback from our clients

Although we have only known Paul for around 18 months during this time we have always found him to be not only a very likeable person but one that is very easy to talk to, patient and willing to explain information at a level we can understand. That’s very important to us! Once that he understood both our attitudes to risk and the reason why we had consulted him in the first place he was soon able to reassure us and come up with a suitable plan. We would have no hesitation in recommending him to someone in the same situation.

Alison

Thoroughly impressed with Howards advice and whole professional manner. He clearly explained all of the options to me and educated me through the processes. I feel confident that he is looking after my best interests and will continue to refer him to my family, friends and colleagues.

Howard Bullock, explains the whole process in a language I understand without using too much jargon. He is completely transparent when it comes to charges for the work they do. He is super efficient and paperwork is completed immediately and should I have a query I just email and I am met with an answer straight away.

I initially spoke to Howard in 2011 regarding some funds we had sitting in a savings account earning little or no interest. As my knowledge of investments was limited Howard explained everything clearly so I totally understood where and why it would be a good idea to invest my money in certain areas. He gave us variousWe were told what the costs were in total prior to signing any paperwork so that we knew exactly what we were paying for.Since then I have used the services of Howard Bullock on several occasions and would have no hesitation in recommending him and already have done.

When, like me, your investment knowledge is limited the first things you want from an IFA is someone whose honesty, experience and advice you feel you can trust. If after that you get to like them as a person who shares similar values with you, as I have and do, then the association should prove to be fruitful. I recommended Paul to both my sons when they needed mortgage advice and would not hesitate to recommend him to others.

Bernard

Paul is very easy to talk to,most helpful and always ready to explain fully and queries. I have always been more than pleaseed with his service to me.

Edith
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