Safeguarding your children’s inheritance

Up to 40% of a chargeable estate can be lost to inheritance tax, so putting measures in place to reduce your children’s liability undoubtedly makes sense. But with a multitude of rules and complexities to navigate and apply, getting things right can be extremely challenging. We’ll clarify all the options, explain our recommendations and how they benefit you and your family, put agreed plans into efficient action and keep everything carefully and continually reviewed and monitored.

Protecting everyone’s interests

Measures for mitigating inheritance tax, including giving money to your descendants now and gifting it into a trust, can leave you with less money than you currently need or may want in the future. Our focus is therefore on looking after you as well as those you leave behind, with astute combinations of trust types and sound investment helping to protect assets, but without you losing all control and access.

We also make sure that measures continue to be in everyone’s best interests in light of legislation or rule changes, such as the Residence Nil Rate Band.

For more information, download our inheritance tax brochure here


threshold for zero
inheritance tax


the taxman’s gain on
everything else


what your children could lose on assets worth £600,000


what your children lose with
good planning

We offer free, no-obligation telephone or video calls
with one of our financial experts.

Call us today at 01420 83517

Our service applies for portfolios of £100,000 or more.