Reduce your Inheritance Tax Bill

Reduce your Inheritance Tax Bill

10 Ways to protect your estate for your loved ones

You’ve worked to create a legacy for the people you care about. But have you put in place plans so that your loved ones can receive the most from the estate you intend to leave behind?

Even if you believe you have moderate wealth you may still need to take action to minimise Inheritance Tax. On page 10 we consider why it can be a great concern for individuals with wealth exceeding the current £325,000 nil-rate band (2020/21 tax year).

Responsible, sustainable and environmentally friendly investing is here to stay. But, while demand is growing among all age groups, genders and income bands, some savers and investors are missing their biggest opportunity for responsible investing, which is through their pension. Read the full article on page 08.

No one likes to pay tax on their hard-earned money. But due to the complexities of the tax system, without expert professional financial advice, some individuals could be paying more tax than necessary. 

Download our free comprehensive guide and contact us to find out how you can protect your wealth.

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I've known Paul for over 5 years. Paul is friendly, relaxed and a pleasure to deal with. He is extremely knowledgable and serious about financial planning which makes the process stressfree and I feel very confident about the plans in place to maximise my income, particularly during retirement.

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