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IHT Planning - Find Financial Advice

Are you approaching retirement and starting to worry about inheritance tax planning?

If your estate is valued at over £325,000 under current legislation, your children may pay 40% tax on anything above this amount. So if everything you own is worth £500,000 and your children pay tax at 40% on the £175,000 above the threshold, they will be paying £70,000.Find a trusted financial adviser

There may be a number of options and Find Financial Advice will be able to assist with pointing you in the right direction.

Find a trusted adviser now.

What to expect in the first meeting from your FindFinancialAdvice IFA

  • A warm welcome
  • A business card and terms of business
  • A full fact find completed, enabling your IFA to get a full picture of your current circumstances and future plans
  • A summary of areas to discuss and agree priorities