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

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.

Paul has been our financial adviser for many years and has helped us with general investments and pension provision. We have always found him to be approachable, trustworthy and reliable. He understands our attitude to risk and our need to be cautious investors and has explained thoroughly and in simple terms any possible changes that might affect us. He keeps us regularly updated with our investments and is always available to give us advice on any other financial problems which may occur. We would not hesitate to recommend him to others.

Eddy

My Advisor Howard Bullock of Clear Financial Advice gives me prompt clear advice regarding my Pension and Investments. Howard will say if h3e can help improve my investments or if they should stay where they are. I have been extremely please with the service form Clear Financial Advice and will continue to refer them to my own contacts.

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.

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.

I found Paul not to be pushy and explained the various options we could have with full illustrations. He always had plenty of time for our questions.Would 100% recommend him.

Audrey
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