Inheritance Tax (IHT) Planning

Inheritance tax can be a significant concern if you're' looking to pass on your assets to the next generation, let us help you to minimise its impact.

Secure your legacy...

Inheritance tax planning is important because it allows you to preserve your wealth for future generations. Without proper planning, a significant portion of an estate can be lost to taxes, leaving less for loved ones to inherit. Effective IHT planning can help minimise the impact of taxes on your estate, ensuring that more of your hard-earned assets go to your beneficiaries. It also provides peace of mind knowing that your legacy is protected and can continue to benefit future generations.

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At Willson Grange we understand the importance of inheritance tax (IHT) planning. Our team of expert advisers can help you create a comprehensive plan that minimises the impact of IHT on your estate and ensures that more of your assets go to your loved ones.

Our advisers can provide guidance on a range of IHT planning strategies, including:

  • Making use of tax-efficient allowances and exemptions
  • Gifting assets during your lifetime
  • Creating trusts to hold assets and minimize tax liabilities
  • Making use of life insurance policies to cover the cost of IHT
  • Maximizing business property relief and agricultural property relief

We take a personalized approach to IHT planning, working closely with each of our clients to understand their unique needs and goals. Our team stays up-to-date with the latest tax laws and regulations, ensuring that our clients receive the most accurate and relevant advice possible.

At Willson Grange, we believe that effective IHT planning is a key component of a comprehensive financial plan. It allows you to protect your legacy and ensure that your loved ones receive the maximum benefit from your hard-earned assets. Contact us today to learn more about how we can help you plan for the future.

Further Information

  • Willson Grange Limited is registered as a limited company in England and Wales no. 8333890. Registered office : 30 Birkenhead Road, Hoylake, Wirral CH47 3BW. Willson Grange Limited is authorised and regulated by the Financial Conduct Authority. The Financial Conduct Authority do not regulate some areas of advice such as Estate and Tax Planning and Trusts. The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk The information and guidance contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

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