Inheritance Tax Planning
With the huge increase in property values, this is an area that could give rise
to unexpected liabilities for the unwary. We can provide expert planning advice
on the mitigation of potential inheritance tax liabilities and aim to produce
an effective plan that both meets your requirements and tax savings.
The matters which will be considered in planning effective inheritance tax savings
are:
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The use of trusts where appropriate |
|
Examination of private limited company share structures to ascertain the advantages of any share reorganisation |
|
Planning in respect of the family home |
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Ensuring that wills are tax-efficient |
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Consideration of lifetime gifts |
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Ensuring that all pitfalls are avoided e.g. gift with reservation of benefits. |
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To find out more about how Fawcetts can help, or to book your free, no-obligation consultation, call 01722 420920 or email support@fawcetts.co.uk
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