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Inheritance Tax planning and advice
Key things to know about Inheritance Tax and how to reduce the amount you're likely to pay.
While only a small percentage of estates are large enough to incur Inheritance Tax you mustn’t forget to factor this tax into your plans when you make your Will.
The rules around Inheritance Tax can be hard to understand at first, so below we have highlighted the basics and how we can help.
The basics of Inheritance Tax
Our short summary below explains the basics of what Inheritance Tax is, how to work out what you're likely to have to pay, and gives some topline options of ways to reduce this tax.
However, we would recommend that you speak to a tax adviser or solicitor to ensure that you work out your options correctly and conform to HMRC requirements.
How can the Family Building Society help?
Poor planning could cost your beneficiaries many thousands of pounds in Inheritance Tax. However, it is possible to reduce significantly the amount of IHT your beneficiaries pay, or at best pay none at all.
We have partnered with specialists, Quilter Financial Advisers, to help you plan efficiently to reduce your IHT bill. Quilter can accommodate your changing requirements through different life stages.
The Financial Conduct Authority does not regulate tax or estate planning.
For more information please contact our friendly team:
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We receive payment from Quilter Financial Advisers where an introduction to their services leads to a transaction taking place.
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Pension planning and advice
If you need pension planning advice to help you plan for your retirement, Quilter Financial Advisers may be able to help
Long-term care planning
Quilter Financial Advisers can advise on funding for long-term care, whether at home or in a residential care home.