Protecting family wealth
What will your legacy look like?
Estate planning is about putting your affairs in order, to help make the lives of your loved ones easier. It can help to protect your estate for your beneficiaries and reduce the impact of Inheritance Tax (commonly called IHT for short). IHT is something many of us don’t know enough about. Simply because we don’t think we need to.
Five key points to consider – tax year 2022/23; IHT doesn’t just affect the wealthy; There’s also the residence nil-rate band (RNRB) – but not everyone can benefit; Your estate isn’t just your home; Annual revenue is expected to keep climbing; You could do something about it.
There are plenty of perfectly legal steps you can take to protect your family’s wealth from the taxman. The IHT solutions include annual exemptions, allowances, direct gifts and trusts. Of course, there are many different options to choose from – so it’s important you find one that’s right for you.
How to use
Ideal to generate estate planning and Inheritance Tax planning business opportunities: Upload to your website; use content on your blog, email to clients and prospective clients, use on your social media channels. If you have previously ordered we’ll use your approved personalisation artwork, our Client Services Team will contact you to provide a high resolution artwork file (300 dpi or higher).
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