In 2017, the taxman collected over £5 billion in tax on people’s inheritances

There was a time when Inheritance Tax was described as a ‘voluntary’ tax. But the amounts now collected by HMRC suggest otherwise.

The fact is that the generation born after the war has had greater opportunities to build wealth than any before it, particularly in property. Ordinary people who have worked hard for years can now find themselves and their loved ones in a financial world once restricted to the wealthy.

Over the past 20 years it has become steadily harder to avoid Inheritance Tax

In many ways, options to prevent those you leave behind from tax liability are limited to either giving assets away (within strict rules) or insuring against the liability.

That said, many people unwittingly pass on a financial burden to loved ones simply because they don’t understand, or take advantage of, the allowances and opportunities the government provides to mitigate inheritance tax.

Will the taxman benefit more from your death than your loved ones do?

Not everyone has the need to plan against Inheritance Tax. But, if you’ve steadily built your assets and capital over the years, we’ll be pleased to discuss your potential liability and help you devise a strategy that will help those you leave behind to keep as much of their inheritance as possible.

Book your free initial chat today.

And start to feel sure about tomorrow.
Call Andy Pearson

07967 426546

or click here to arrange a time for me to contact you

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Dynamic Estate Planning Ltd is an Affiliate of the Society of Will Writers and its Managing Director Andrew Pearson is an affiliate of the Society of Trust and Estate Practitioners. Andrew holds the STEP Advanced Certificate in Will Preparation for England and Wales (with Distinction).

Dynamic Estate Planning Limited

16 Dimple Park Egerton Bolton BL7 9QE