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Inheritance Tax Planning

Q.What is Inheritance Tax?

A. Inheritance Tax becomes payable on assets held within an individual’s estate in the event of their death, above the government stated Inheritance Tax threshold, currently £312,000. All assets above this threshold are liable for tax at 40%. The tax is payable by the beneficiaries of the will.

With a large percentage of family homes being valued in today’s market at over £300,000, the need for Inheritance Tax Planning is becoming more apparent.

Our Blue Pebble consultants can help you reduce the Inheritance Tax liability that your family will incur. To discuss this with a specialist adviser please contact us.

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Inheritance Tax Planning