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Estate and Inheritance Tax Planning

In the event of your death, your beneficiaries could pay inheritance tax at 40% on the value of your estate above £325,000.

If your estate including the value of your home is worth £500,000, that could mean a tax bill of £70,000.

For an estate of £1m, the tax figure could become £270,000!

Please click here to see our Intestacy Rules Flowchart or in other words, what happens to your estate if you die without a valid Will.

For advice on the various ways of mitigating a potential inheritance tax liability, contact David Higgins on 020 8458 7427 or click on his name to send an email.

Re-Financial Planning Limited, the financial planning division of Glazers, is authorised and regulated by the Financial Services Authority.

Glazers Chartered Accountants is regulated by the Institute of Chartered Accountants in England and Wales for a range of investment business activities.