Inheritance Tax

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inheritance tax

Inheritance Tax Planning Advice

Inheritance tax. It’s a subject you’ve probably avoided until now.

Perhaps you’d rather not think so far into the future. Maybe you think that planning to pay less tax is greedy, or that inheritance planning will automatically limit your access to capital or assets.

But you’ve worked tirelessly for your wealth – so why not take steps now to protect it?

Our role as your inheritance tax planning advisers in Billericay, Essex is to dispel all the myths surrounding this perfectly legal practice.

At Clear Financial Advice in Billericay, Essex, we take a logical approach to financial protection. We’ll unearth the gaps in your existing protection policies before suggesting a realistic way to plug them, giving you complete peace of mind that if the worst should happen, your affairs will be handled quickly and sensitively.

We will help you find a pragmatic way to:

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

Make the most of the exemptions that are available to you

Work with Clear Financial Advice, and you’ll receive an inheritance tax planning service that’s rigorous, objective, and designed to help you avoid a lengthy probate process and leave your loved ones with more of your estate.

Our inheritance tax planning specialists will help you put together a tax reduction strategy that could save you and your beneficiaries thousands of pounds in the longer term. In many cases, we can do this simply by restructuring your affairs.

Speak to a member of our team today to discover how we can help you reduce your inheritance tax liability.

Get in touch

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View our Inheritance Tax testimonials

  • Paul provided impartial, honest and considered advice after listening and considering my needs. His advice proved to be accurate, but most importantly he responded when he said he would and did what he said he would do! This is a basic thing - but not often carried out! I would have no hesitation in recommending Paul in the future.

    StewartStewart
  • What were the circumstances that caused you to look for a financial adviser?

    Help with pension and inheritance planning in retirement

    How did Howard Bullock help you?

    Understood what i wanted and helped put in place the plan i needed

    Have you seen the outcome you were hoping for?

    Yes it has gone well considering the difficult markets we are having to deal with

    What could they have done better?

    To be honest not a lot , his advice has been good , he is easy to talk to , takes on board any concerns i might have , and is easy to get hold of when i need to talk.

    VouchedFor UserVouchedFor User
  • What were the circumstances that caused you to look for a financial adviser?

    Knowledge and experience

    How did Howard Bullock help you?

    First class service and advice from Howard and his team are always efficient and nice to deal with - as is Howard. I always recommend Howard to my clients and other associates.

    Have you seen the outcome you were hoping for?

    Yes without doubt

    What could they have done better?

    I cannot think how they could improve further.

    VouchedFor UserVouchedFor User
  • A lovely guy! Extremely helpful, kind and understanding.

    VouchedFor UserVouchedFor User
  • Thank you very much. He was extremely helpful.

    VouchedFor UserVouchedFor User
  • So easy to talk to and straight forward advice

    VouchedFor UserVouchedFor User
  • He had the answers I needed , I would use him again for any Financial issues.

    VouchedFor UserVouchedFor User
  • Howard Bullock was an incredibly pleasant and informative chap. He clearly explained all of the details that were required to my wife and I, and we made an informed decision. We are very pleased with the savings that we made and the services provided by Howard and his company Clear Financial advice and I would highly recommend him to anyone else.

    Scott GriffithsScott GriffithsBrentwood
  • Howard, at Clear, has supplied financial services and advice for a wide circle of colleagues and close friends. His experience and knowledge shines through, and he is dedicated to supplying a top-notch solution for all clients.

    Fret WorkFret Work
  • What were the circumstances that caused you to look for a financial adviser?

    Inherited a sum of money that I needed advice and knowledge to manage it.

    How did Howard Bullock help you?

    He suggested several options of what could be done.

    Have you seen the outcome you were hoping for?

    Although they are long term investments, I a pleased so far.

    VouchedFor UserVouchedFor User
  • I would highly recommend clear financial advice, very knowledgeable and professional at all times.

    Jo JonesJo JonesBrentwood
  • Paul listened carefully and was incredibly quick to answer all questions and suggest possible solutions. A very impressive and knowledgeable adviser Thank you.

    VouchedFor UserVouchedFor User
  • Paul quickly and simply discussed my issue and gave good advice on how to proceed.

    VouchedFor UserVouchedFor User
  • Paul gave clear and helpful advice and support with prompt responses in a time-critical situation

    VouchedFor UserVouchedFor User
  • This man will never be a politician. He answered my questions, clearly and without any BS. I would recommend this man without hesitation.

    VouchedFor UserVouchedFor User
  • Excellent service, Clear Financial advice really do give clear financial advice. Would highly recommend.

    Kim Redwood-LeeKim Redwood-LeeBillericay
  • Very helpful and took onboard my needs of reaching out to a Financial Adviser. He took time to listen and give feedback on what my possible options were. I am currently digesting the advice/feedback he gave and Paul has kindly offered to assist me with the subject matter we discussed in a future call. I am grateful for Paul's time and patience. A very switched on individual and talked to me in terminology that I understood - didn't blind me with science, which was the result I had wished for.

    VouchedFor UserVouchedFor User
  • I contacted VouchedFor for a free initial consultation, and Paul contacted me quickly, in response. His manner was very friendly and professional - I felt very at ease talking to him. If I require further advice in the future, I would definitely consider contacting Paul.

    VouchedFor UserVouchedFor User
  • 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.

    BernardBernard
  • I am pleased to be able to refer clients to Howard Bullock because he has alot of experience in investment products and is able to provide professional and honest advice, He is there to help as opposed to just trying to sell products to gain a commission.

    Paul BoothPaul Booth

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