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Estate Planning


Her Majesty's Revenue and Customs (HMRC) expect to raise £4 Billion this tax year from Inheritance Tax (IHT) alone. How much of this will you contribute?

This was once the tax of the landed gentry but as house prices have exploded over the last decade, more and more will find themselves falling foul of it.

Sunflower

On death, if your estate (property, life insurance, investments, cars etc.) is valued at more than £300,000 it will have to pay 40% on the excess.

In most cases an estate will pass from husband to wife (and vice versa) on death. On the death of the remaining partner the estate passes to family. It is here that the IHT bill is levied. This is the most common approach but also the costliest.

We offer a wide range of Will writing solutions to meet your individual needs. These include:

  • Single Wills
  • Mirror Wills
  • Inheritance Tax Wills
  • Protective Property Trust Wills (preventing the enforced sale your property to fund care home fees and expenses)
  • Enduring Power of Attorneys

 

 

 


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Lucas Alexander Financial Solutions Ltd is an appointed representative of Sesame Ltd, which is authorised and regulated by the Financial Services Authority. Sesame Ltd is entered on the FSA register ( www.fsa.gov.uk/register ) under reference 150427

The Financial Services Authority do not regulate some forms of Mortgage, Equity Release Schemes, Inheritance Tax Planning, Tax Planning or Offshore investments.

This internet site is directed to UK residents only.

 

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