• Contact Information
  • Head office Address:

    • 1st Floor, Blenheim House,

    • Fountainhall Road

    • Aberdeen

    • AB15 4DT

  • Phone Number:
    0800 046 1660
  • Email Address:
    info@acwealth.co.uk
  • Make the most of your money.

    Aberdein Considine Wealth Ltd (AC Wealth) is authorised and regulated by the Financial Conduct Authority, FRN 1012486. Company number SC720631. The FCA does not regulate tax planning, Wills or Trusts. The value of investments can fall as well as rise. The information on this site is intended to be of general interest only and should not be considered as an offer, investment recommendation or solicitation, or advice to engage with any financial instruments. This website is intended for UK audiences only.

Legal
Property

One step today could change their path tomorrow

For Individuals & Families
For Individuals & Families

Inheritance Tax Planning

Protecting your estate is ultimately about securing more of your wealth for your loved ones and planning for what will happen after your death.

You don't have to be wealthy for your estate to be liable for taxation - and it isn't something that is paid only on death, it may also be paid on gifts made during someone's lifetime.

However, with the correct advice, there are steps you can take to protect your assets and make things easier for your family.

Inheritance Tax rules

Your estate will be liable for Inheritance Tax if it is valued over the current threshold of £325,000 when you die. This is the nil band rate and you will pay no tax on your estate up to this figure. Everything above that £325,000 figure is taxed at 40%.

However, our advisers can guide you through ways to reduce your liability, by making gifts or giving to charity, for example. New rules could also give you an additional flexibility if your house passes to your children, grandchildren or great grandchildren.

Legal Expertise

Our colleagues at Aberdein Considine LLP, can provide you with the expertise required to assist with setting up the right kind of trusts for your requirements. Advice is always recommended with the various rules and options available with Trusts, in the gifting or loaning of assets to a beneficiary.

SPEAK TO US ABOUT TAX PLANNING
Why choose us?

Our client promise

At Aberdein Considine Wealth, we have a simple five-point promise to all of our clients.

Our Approach

  1. A free initial consultation for every client

  2. A personal and responsive approach

  3. Whole-of-market advice with no bias

  4. Experienced and friendly advisers

  5. Fees which are always transparent and fair

offices

Aberdeen: Blenheim House
offices

Aberdeen: Dyce
offices

Aberdeen: Union Street
offices

Aberdeenshire: Banchory
offices

Aberdeenshire: Ellon
offices

Aberdeenshire: Inverurie
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Aberdeenshire: Peterhead
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Aberdeenshire: Stonehaven
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Aberdeenshire: Westhill
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Edinburgh: Elm Row
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Edinburgh: Multrees Walk
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Glasgow: Waterloo Street
offices

Perth
offices

Stirling


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