ESTATE & TAX PLANNING

How Can We Help?

Inheritance Tax (IHT) is not an area many may care to think about, however, having worked hard all of your life to create wealth, it is only natural that you want to pass it on to your desired beneficiaries and in the most tax-efficient manner. Getting the right advice is imperative to make sure your wealth is passed quickly and efficiently to the ones you love. There are simple steps that can be taken to make sure that your family are the main beneficiaries of your wealth rather than HMRC.

If you have assets worth over £325,000 (or £650,000 for married couples and civil partners), you may be concerned about the impact of Inheritance Tax.

Just Financial Group can help to minimise your tax liability by carefully structuring your financial affairs. We will ensure that you benefit from all the exemptions and reliefs to which you are entitled. Depending on your circumstances, we may recommend gifting assets away, using trusts, establishing life assurance or other more sophisticated IHT-efficient investments.