Many of our clients have spent a lifetime paying taxes, and through careful planning have built significant wealth. Whilst we all appreciate the need for the country to generate taxes, it does seem unfair that those who have paid tax already of the wealth they have built, should be subject to further taxation on the wealth when they pass away. 

The UK tax rules allow certain types of investment to enjoy tax-exempt status for inheritance tax purposes. These are perfectly legitimate and have enabled many thousands of people to pass their wealth onto their chosen beneficiaries, free of IHT.

Our experienced experts can guide you through the maze of rules and reliefs and arrange your affairs so that you can simply apply the HMRC rules to your investments. Thereby, affording you the access and control you need to determine who benefits from your wealth, how they receive it, and when.

To arrange to speak to one of our Senior Advisers, please get in touch with our team below:

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