Our Experience. Your Solution.
To be liable for Inheritance Tax, you don’t have to be wealthy. With house prices continuing to rise year on year, you might find yourself exceeding the IHT threshold and incurring considerable tax costs without realising it. Inheritance tax can be costly for your beneficiaries, too, and you don’t want your hard-earned savings to disappear in taxes.
Your assets assessed by the Government for tax purposes include:
- bank and building society accounts
- property and land
- payouts from life insurance policies and pension lump sum payments on death
- jointly owned assets such as property and bank accounts
Rules on what is and isn’t liable for IHT are subject to change but with the right advice and careful planning, it is possible to make substantial cuts to your tax bill. At Christopher Lawn, with our wealth of experience gained in award-winning Legal 500 firms, we will work closely with you to set up or review your IHT planning arrangements and advise you on how best legally to avoid or mitigate tax.
To find out more and to take advantage of our friendly, professional and bespoke service, do get in touch. We will be delighted to help.
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Whatever your needs, we do our utmost to help you achieve security and peace of mind. Get in touch and let us know how we can help – you will be guaranteed a friendly and sympathetic welcome.