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Inheritance Tax & Estate Planning

If you have worked hard to build and protect your wealth during your lifetime, you may wish to consider putting plans in place to protect it when you are gone.

An increasing number of individuals are concerned that their legacy will be significantly reduced by tax payable to HMRC upon their death.

Inheritance tax is imposed on beneficiaries where an estate’s value has exceeded a prescribed threshold, which can vary in size depending on your individual circumstances. Tax is typically applied at a rate of 40% on any value above your permitted allowances.

At Kingsley Wealth Management, we are expertly trained in helping our customers put effective inheritance tax mitigation plans in place.

We do this by establishing your individual needs for your money during your lifetime before recommending a strategy that can help reduce or eliminate the impact of inheritance tax on your estate.

 

The FCA does not regulate tax planning

£5.4 billion was collected by HRMC in inheritance tax during the 2020/21 tax-year 

 

The Office for National Statistics

BOOK YOUR FREE INHERITANCE TAX CONSULTATION WITH AN EXPERT INDEPENDENT FINANCIAL ADVISER

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