Inheritance Tax Planning

We can help you to understand how much inheritance tax may be applicable to your estate.

Minimise the tax liability on your estate.

IHT planning refers to the process of arranging your affairs in a way that minimises the amount of inheritance tax (IHT) that your estate will be liable for upon your death. It is payable on the value of an individual’s estate after they die, and can be a significant expense for those with larger estates.

IHT planning is designed to reduce the amount of tax you will pay on your estate.

We can help to mitigate any inheritance tax bill

Passing wealth to beneficiaries

Financial gifting

Get advice

Your Journey

Speak to an adviser

One of our financial advisers will contact you using your preferred method of communication to discuss your financial objectives and current circumstances.

Find a plan that works for you

Your adviser will support you throughout your journey with us, putting your needs at the forefront of every decision.

Begin your journey

Now you're on the road to financial freedom. Your adviser will support you throughout your journey with us, putting your needs at the forefront of every decision.

Looking to become a client?

If you would like to join our client network and work towards achieving your financial goals then apply today by using our easy online form.

Become a client

Making an informed decision

Benefits

Considerations

The primary benefit of IHT planning is that it can help to reduce the amount of tax that your estate will be liable for upon your death, which can help to preserve more of your wealth for your beneficiaries.

Effective IHT planning can help to protect your assets from being eroded by taxes and fees, and can ensure that your beneficiaries receive the maximum possible value from your estate.

By taking steps to minimise your IHT liability, you can have greater peace of mind knowing that your loved ones will be taken care of after your death.

IHT planning is an important part of estate planning, and can help you to plan for the future and ensure that your assets are passed on to your beneficiaries in the way that you intend.

IHT planning can be complex, and the rules and regulations governing IHT can be subject to change. Keeping up with these changes can be time-consuming and may require professional advice.

IHT planning can be expensive, particularly if you need to seek professional advice or set up complex structures such as trusts. The cost of IHT planning may be prohibitive for some individuals.

Some IHT planning strategies, such as making gifts or setting up trusts, may involve giving up control of your assets or limiting your access to them.

Making gifts to reduce IHT liability may affect your eligibility for certain benefits or care services.

Important Information

It is important to understand the risk associated with any form of financial product as well as the fees involved.

Past Performance

Past performance is not a guarantee of future return, nor is it necessarily indicative of future performance. Keep in mind investing involves risk. The value of your investment may fluctuate over time, and you may gain or lose money.

Fees

The precise amount of the fee will depend upon your circumstances, and our advisors will provide you with an accurate set of costings after assessing your situation.

Related Services

Protection

Protect what matters most

Learn More

At Retirement

Keep your finances in order and enjoy your retirement.

Learn More

Planning for long-term care

Ease the financial burden of long-term care requirements.

Learn More

1 2 3 Next »

Start your journey to a brighter financial future.

From planning for the inevtiable, to ensuring your pension will last - absolute can help you on your financial journey.

Become a client Find an office

Our Insights

Treasury Inherits Extra £300 Million

Insights

24/01/01

Central Banks Take Center Stage: Meetings Awaited Amid Global Economic Divergence

Insights

24/01/01

Powell and Lagarde Speeches Offer Clues Amid Data Volatility

Insights

24/01/01

1 2 Next »

Join SmartMoney

Smartmoney is our quarterly magazine that includes present financial news and tips and tricks to grow your income.

Our Services

Helpful Links

Absolute Financial Management is authorised and regulated by the Financial Conduct Authority, FCA Number 401135 / https://register.fca.org.uk/

Registered in England and Wales 05027747. Registered Office The Bull Yard, R/O 75 High Street, Ashford, Kent, United Kingdom, TN24 8SN.

Should you have cause to complain, and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows: The Financial Ombudsman Service, Exchange Tower, London, E14 9SR. Website: www.financial-ombudsman.org.uk.