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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.

Why choose us?

Our client promise

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