Inheritance Tax Planning

Having worked hard all your life, paid your taxes and built up your savings, you want to pass on your Estate to your family or beneficiaries. You might therefore be unhappy to hear about something called Inheritance Tax.

With the value of homes having risen so much over recent years, more and more people will find they are faced with this unexpected tax liability.

Whether tax-motivated or not, we can provide advice on the drawing up of Wills and the creation and use of Trusts to mitigate your exposure to this tax threat.

Have You Made A Will?

If not, your wealth may not pass to your intended beneficiaries which could mean more Inheritance Tax is payable.

We can assist in the drawing up of your Will to ensure the tax efficient distribution of assets.

For further information call our Tax Partner, Jim Reece on 0116 261 0061, or email: jimreece@clearandlane.co.uk