Estate planning

Today, inheritance tax  affect more families than ever before; even relatively modest estates are paying a tax which very often could be reduced or avoided with careful financial planning.

Our expertise, built up over many years and backed by specialist qualifications, will help you build a workable plan that could save you or your beneficiaries many thousands of pounds in tax.

We are well versed in all the latest trust and tax legislation and have an excellent understanding of all the main schemes for IHT mitigation.

Why do I need Advice on Inheritance Tax Planning?

You might consider taking advice on Inheritance Tax Planning to:

• Keep your assets within your family
• Protect your Nil Rate Band if you were to die and your partner re-marry
• Protect your assets from the need to fund long term care in later life
• Reduce or avoid Inheritance Tax

This is a complex subject and it is vital that specialist advice is sought.  We will work in conjunction with your other professional advisers to ensure that your goals are achieved.

If you would like to discuss how CareMatters can help you, simply call:                  FREEPHONE  0800 822 3385.