Estate Planning
Estate planning by the expertssituated in St Lawrence ,Essex
If you're looking for reliable estate planning services, call Quilter Financial Advisers situated in St Lawrence.
What is estate planning?
Estate planning usually involves making plans to pass on your assets to your children or any parties you deem as inheritors. It is done to reduce your inheritance tax bill.
Many customers choose this option to reduce the amount of tax that their inheritors are liable to pay on the amount they are inheriting. Estate planning involves making financial gifts to people who are close to you. For more information please make contact for a suitable appointment to discuss your needs.
What can you do to reduce your Inheritance tax bills?
There are different ways to reduce your inheritance tax bills. They include:
- Setting up a trust
- Making outright gifts
- Keeping your assets while reducing your estate
- Managing your inheritance tax without making any gifts
Trusts, tax planning, estate planning and inheritance tax planning are not regulated by the Financial Conduct Authority.
Tax treatment varies according to individual circumstances and is subject to change.
Do you know how much inheritance tax is?
Inheritance tax is a 40% charge that you incur on any assets above the nil rate band - your personal allowance. The current rate of allowance per person is £325,000.
To learn more about inheritance tax give me a call today.
Call Quilter Financial Advisers situated in St Lawrence on
07833 224 227
for estate planning
Quilter Financial Advisers Limited is registered in England & Wales, No. 04795080 Registered Office: Senator House 85 Queen Victoria Street, London, EC4V 4AB United Kingdom.
Quilter Financial Advisers is a trading style of Lighthouse Financial Advice Limited which is an appointed representative of Lighthouse Advisory Services Limited who is authorised and regulated by the Financial Conduct Authority. Lighthouse Financial Advice Limited is a wholly owned subsidiary of Quilter Financial Planning Limited, which is part of the Quilter Group of companies.
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