Inheritance tax planning services

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.

‘The Financial Conduct Authority does not regulate tax advice’