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Inheritance Tax
Planning

Preserving wealth for future generations is important to many of our clients and we can provide extensive Inheritance Tax (IHT) planning solutions that cater for their needs and circumstances. 

 

It is said that the only two certainties in life are death and taxes. Putting a plan in place can assist in trying to reduce the level of Inheritance Tax (IHT) payable by you and your loved ones. 

 

Our Inheritance Tax planning advice covers:

  • Will and estate planning

  • Trust planning including trust investments

  • Protection planning

  • Tax efficient investments including Business Relief (BR)

  • Gifting strategies

Tax treatment is dependent upon individual circumstances and may be subject to change in the future.

 

Not all areas of Estate or Tax planning are regulated by the Financial Conduct Authority

Financial Advisers Worcesterhsire, Burlington Financial Solutions
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