Personal Wealth Management Services | Chartered Wealth

Manchester: 0161 826 4224 | London: 0207 099 4224

Make an enquiry

Advice And Planning

Inheritance tax planning services

Inheritance tax can cost your loved ones hundreds of thousands of pounds in the event of your death, however, early planning can help to prevent your inheritance from making its way into the government’s hands.

Inheritance tax is payable on everything you own, above a certain threshold, once you die. This can include your home, jewellery, savings and/ or investments, pieces of art, cars, as well as properties or pieces of land, even if they are overseas. If you do nothing, approximately 40 pence in every pound of your inheritance, above your assessed threshold, could make its way to the taxman.

In order to make sure your wealth is passed on to the people you choose as opposed to the government, early planning is required. Inheritance tax is complex and there are severe penalties associated with breaking tax rules when incorrect or incomplete information is given to HMRC, which is why the best professional advice is crucial. That’s where we step in.

Here at Chartered Wealth Management, we can help to reduce the effect of inheritance tax on your estate. Having an up-to-date will is an important aspect of limiting inheritance tax; by preparing a will, you have the ability to determine what happens to your money after you die. As our client, you won’t need to worry about the complexities associated with writing a will, as we work with a select number of specialist and reputable law firms who can be introduced to help you. By choosing us, you will receive the very best level of service. We will continue to host ongoing meetings with you on a regular basis and take your changing circumstances into account.

Key Facts

  • We provide advice on strategies to help to reduce your inheritance tax liability so that your wealth can be passed on to the people you care about
  • With a knowledgeable team, we’re able to provide up-to-date advice
  • We work alongside you to provide a personal service to help to minimise your inheritance tax, where possible

D. R. – CHORLEY

Meeting Chartered Wealth Management was like a breath of fresh air. It was immediately apparent that the level of advice and confidence in the people looking after our investments was something we hadn’t experienced before.

Read More
  • Talk To Us

    Make an enquiry

    To ensure our services are well suited to you, we have a few simple questions to ask.

    Do your investable assets exceed £500,000?

    No
    Yes
  • Talk To Us

    Make an enquiry

    To ensure our services are well suited to you, we have a few simple questions to ask.

    Do you have an income of at least £100,000?

    No
    Yes

    Restart

  • Talk To Us

    Make an enquiry

    To ensure our services are well suited to you, we have a few simple questions to ask.

    Are your circumstances likely to change in the next six months?

    Select your circumstance from the list below

    No, won't change
    Yes, business sale
    Yes, inheritance
    Yes, promotion
    Yes, property sale

    Restart

  • Thank you

    Based on your answers, we feel our services could meet your needs. Fill in our contact form below and we'll get back to you to discuss next steps

    Talk To Us

    Make an enquiry

  • Thank you

    Based on the information you have provided, our services would not be suitable for you. If you have any questions, please do not hesitate to contact our in-house team by calling our Manchester office on 0161 826 4224.

    Restart