Inheritance Tax Planning

Safeguarding your financial legacy according to your wishes as tax efficiently as is suitable to your needs

Ensuring your wealth is left as efficiently as possible to those to whom you wish to benefit, starts early. This can take many forms from basic Will planning through to more complex trusts and tax planning.

With the right planning and advice, you may be able to reduce, or eliminate entirely the amount of Inheritance tax payable on your estate, and more importantly leave a legacy for those who matter the most to you.

On death, inheritance tax can currently be levied at up to 40% on assets over and above personal and, potentially, main residence thresholds.  Such a tax bill will need to be settled by your personal representatives from your estate, before it is distributed. The various limits, reliefs and allowances can appear confusing, but as highly experienced and qualified advisers we can establish what applies to you, and more importantly we can provide the best planning solutions to meet your needs.

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Protection – Family & Business

“The advisers at Cambourne have an excellent knowledge of investment products and the markets.  As an amateur dabbler I find their expert knowledge advises against my less sensible ideas, but they are fully supportive of my strategy and this gives me the freedom I look for in my investments.  They are extremely efficient and carry out buy and sell instructions quickly and accurately.  I thoroughly recommend their services.  We also enjoy a good chat when we get together!”

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