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Inheritance Tax Planning

At Poole Alcock, we will work with you to identify all of your assets, discuss your wishes and advise you on the best steps to minimise a potential inheritance tax bill.

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Inheritance Tax Planning

Rising levels of home ownership and the value of homes mean more and more people are likely to be caught in the net of inheritance tax. In fact, if you have assets worth more than £325,000 when you die, your family and other beneficiaries may be faced with a bill for inheritance tax at a rate of 40 per cent for everything above that sum.

This means that if you own a home, have land , savings, or investments, a sizeable proportion of your estate could go to the government. But it is possible to take action now that will minimise the amount of inheritance tax you would have to pay.

At Poole Alcock, we will work with you to identify all of your assets, discuss your wishes and advise you on the best steps to minimise a potential inheritance tax bill.

The Poole Alcock team includes members of the Society of Trust and Estate Practitioners, who are able to advise on the most complex planning matters.

If you would like more information concerning inheritance tax planning, contact our specialist team today to discuss your options.

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Please submit your information and a member of the Poole Alcock team will respond to you as soon as possible. If you have a quick question, please feel free to call 0800 389 7093

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