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.

Start a conversation and find out how we can help you.

Start a conversation and find out how we can help you.

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Glasgow: 0141 465 9999
Edinburgh: 0131 322 3999
London: 0203 319 9319
Manchester: 0161 393 9870

info@justfinancialgroup.co.uk

200 Bath Street, 2nd Floor, Glasgow G2 4HG

Legals

Just Financial Group Ltd is authorised and regulated by the Financial Conduct Authority. FSR reference number 739938.

Registered in Scotland. Company No. SC524886. Registered Office: 200 Bath Street, 2nd Floor, Glasgow G2 4HG.

The value of investments and income from them can go down as well as up and investors may not get back the amount originally invested. Past performance is not a guide to the future. The levels, bases and reliefs from taxation are subject to the individual circumstances of the investor and may be subject to future change.

Advice on Taxation and Trusts is not regulated by the Financial Conduct Authority. All information on this website is intended for general information purposes only and should not be considered as a personal recommendation. No decisions should be taken based solely on the content of the website and individual advice should be sought first.

© Copyright 2020 Just Financial Group – Developed by Blue Whale Media