Inheritance Tax Planning
Andrew Stuart & Company Limited
Financial advisers, Inheritance Tax Planning, independent financial advice
Whether you stand to inherit or leave money, investing in an adviser who could help you to properly understand and plan your estate could save you a fortune when it comes to Inheritance Tax.
Planning your affairs for after you are gone might not be a subject you like to think about, but being pro active in organising your financial affairs could mean the difference between setting your loved ones up for an easier future or leaving them with a great headache as well as the loss of a loved one.
Valid and up to date Will?
This is often a very hard and contenscious issue to bring up with close family and friends, but don’t be shy in coming forward about the importance of having an up to date Will. Should the worst happen, if you haven’t made a Will, then the law gets to say what assets get shared out to whom and how much. It is also an effective a way of planning how much tax might be paid on your estate.
Call us now for an initial Inheritance Tax planning consultation without charge.
Taking into account all your options for tax mitigation and tax efficient planning could give you peace of mind knowing you have done everything you could to preserve what you have made for your loved ones. Please get in touch for Honest Effective Life Planning
, independent financial advice
, Inheritance Tax Planning