Inheritance Tax Planning
Inheritance tax planning is important for preparing for the future, preserving the wealth earned over a lifetime for the next generation and loved ones, and minimising the amount of tax your beneficiaries will pay on your estate.
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Our inheritance tax planning including:
- Making use of annual exemptions during your lifetime
- How to gift surplus income or make regular contributions to maintenance costs
- Keeping a business within the family
- How to use charitable donations to reduce the inheritance tax rate
- Passing on unused pension funds
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01865 24 55 11
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