Inheritance tax

Reduce your family’s long-term tax exposure

Inheritance tax is payable on estates values at over £325,000. This tax is paid at 40%. Using our bloodline planning solution, tax is only paid by the first generation to whom the estate is passed. Subsequent generations are exempt. We ensure our clients reduce any tax exposure to retain maximum value in their assets.

Bloodline planning and inheritance tax

The example below illustrates how we can maximise the value of your estate by avoiding the requirement for inheritance tax to be paid by your grandchild and subsequent generations.

Additional events we shelter your family from

Click the links below to find out more about protection from:

Find out more

We recommend that anyone wishing to find out more arranges a free consultation to discuss their personal aims with one of our chartered planners. Consultations are free and there is no obligation to take your enquiry further if you are not ready at this time. The aim of the consultation is to arm you with the facts relating to the benefits and security that bloodline planning provides for your family. To find out more please >Click here...