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.
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