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

The last adviser i had was very friendly and easy going but i felt that i made most of the decisions , Howard is also very easy to get on with but has come up with suggestions that fit with my plan.I like to feel that my advisor is listening to me and then together we can agree on the best way forward, i have found Howard very good in this respect.

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

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 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.

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!

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