Inheritance Tax Planning - Absolute Financial Management

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

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   Sharon Howells 
 
 
 
  I would highly recommend Brad at Absolute Financial Management.  He carried out an assessment of our retirement savings and was extremely knowledgeable and thorough.  He was very good at explaining complex financial information in simple terms that we understood. He clearly had a focus only on our best interests. I would definitely use Absolute Financial Management again in the future.
  
 
       
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  just when you think things cant get any better, you come across a company like this. from the first phone call you get vip service and a level of friendliness many other organisations have forgotten.
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   Simon Aplin 
 
 
 
  An excellent service. Helped us sort out a new Mortgage and also helped with future planning with regards to pensions and savings. We will continue to use Absolute Financial Management
  
 
       
   Gemma Pass 
 
 
 
  Highly recommend Victoria Smith at Absolute Finance, she was amazing from start to finish, she knew her stuff, she was professional, and she kept us sane through the process which wasnt the easiest. We wouldn’t have been able to do it without her. She was a massive support and having a personal contact through the process made all the difference. Thank you!!
  
 
       
   Sarah Byrne 
 
 
 
  Couldn’t be happier with the fantastic service provided by Victoria Smith at Absolute Financial Management. Friendly, professional and extremely knowledgable. She has put my financial affairs in good order and given me great peace of mind. I wish I had used her services sooner. Highly recommend.
  
 
       
   Laurence Leyden 
 
 
 
  Victoria was exactly what we needed when assessing our financial position. She made it easy to understand some fairly complex issues and came up with short, medium and long term suggestions that fully met the brief. We now have a good idea of our short term actions and a viable plan for the future. Overall, Absolute were a pleasant change from the usual advisory firms. Victoria was efficient and responsive and we would have no hesitation in recommending her to anyone requiring financial advice.

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.

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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.