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

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.

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

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

Howard is very down to earth so you understand what he is telling you and very honest so you know that he is telling you what is best for you and not him!

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 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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