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

We have known Paul for approximately 6 or 7 years and have found him to be very professional and give sound advice. We have always found him to be very approachable and easy to contact with any problems or queries. Would thoroughly recommend him.

Ron & Pat

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.

My wife and I found Howard to be very clear and structured in all of our dealings with him. Investments: Various options were put to us that were felt to meet the requirements we had outlined. All of these were discussed at length before a “best fit” was agreed upon.Pensions: Both of our pension portfolios were analised to appraise where they were and whether or not any action should be taken to ensure that these would meet our expectations. Howard gave our finances the “health check” that was required and we are very happy with the results.

Howard consistently offers a broad range of financial services – all of which he seems to have a deep understanding. The advice I have received has been tailor made to my own personal situation and it has been this individual attention to detail, coupled with a wide range of products , that sets Howard apart from any other financial advisers I have come across.

Howard clearly explains to you the reasoning behind his decisions . He is really helpful in assisting you in making the right decisions on investing safely by providing information on fund I choose but also providing alternatives that I might like to think about. He is also proactive in his approach to safeguarding my investments.

Howard explains what he is going to do in a calm, confident and readily understandable way. He is excellent at explaining exactly what he is proposing to do and how much it is going to cost. Whatever I wish to discuss with Howard, he has the ability to give all the reassurance I need.

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