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Estate and Wealth Tax Planning

By careful arrangement of your affairs it is often possible to save considerable amounts of tax.

For example, where the value of a person’s estate exceeds the so called nil rate band (currently £325,000) Inheritance Tax ('IHT') may be payable at 40% on the excess over this figure.  However gifts between spouses or civil partners are generally exempt

We can advise on the various reliefs and exemptions that are available including the use of trusts.