Who we are
It’s important to us that you get to know who is looking out for your financial future. Meet our team and discover our experience and see why we are perfectly placed to provide you financial advice.
Find out more about us26th August 2016
Making sure that you’ve made plans for after you’re gone will give you peace of mind. It’s not nice to think about, but it means that your loved ones can carry out your wishes and be protected from Inheritance Tax (IHT). You don’t have to be wealthy for your estate to be liable for IHT, and t isn’t something that is paid only on death – it may also have to be paid on gifts made during someone’s lifetime. Your estate will be liable if it is valued over the current IHT threshold on your death. The IHT threshold, or Nil Rate Band (NRB), is fixed until 2020/21 at £325,000.
It’s important to us that you get to know who is looking out for your financial future. Meet our team and discover our experience and see why we are perfectly placed to provide you financial advice.
Find out more about us