Minimising Inheritance Tax

If your net estate is worth more than £312,000, your beneficiaries could end up paying Inheritance Tax at a flat rate of 40% to the government. The value of your property alone could easily be worth more than £312,000, especially if you live in the South East.

Reduce your tax liability

We can advise you how to best reduce your inheritance liability through tax planning during your lifetime, and in your will by:

making gifts
setting up trusts
taking out specific insurance policies
making investments
using the spouse exemption within your will (if relevant)

Contact us

call Clare Wills on 020 8370 2899 for an initial discussion about tax planning or making a will
read our factsheet about inheritance tax and details of the recent reforms
read our factsheet about transferring your home to your children to avoid paying home fees

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Email Clare Wills or call 020 8370 2899 for an initial discussion about tax planning or making a will