Inheritance Tax Planning

Fidelium offers specialist Estate Planning and Trust advice.

We will help you protect your assets from what can be a significant amount of tax balanced by ensuring you have sufficient assets to live on for the rest of your lives.

Many people wish to pass as much of their hard earned assets down to the next generation so that the tax man doesn’t become the biggest beneficiary.

With long term foresight and planning, we can help you mitigate Inheritance Tax.  In some instances it may be making provisions for your children to help them pay the tax, if they don’t have sufficient financial resources when faced with what can be a rather large tax bill.

We will help you create and implement plans and strategies to ensure your assets are passed to your intended beneficiaries. Estate planning involves the development of strategies for protecting your assets, distributing them according to your wishes, and making provision for your family. It is important to create a balance of maintaining sufficient assets for you to live on for the rest of your life, whilst planning to make gifts to your children.

In some cases, it may be purely making provision to  help your children pay the tax, ensuring the money is in the right hands at the right time.

A carefully developed estate plan can potentially save your heirs from paying a substantial amount of estate taxes.

The Financial Conduct Authority does not regulate Estate, Inheritance, Trust and Tax planning advice.

Want to know more?

Call us for a friendly chat on 01442 508111 or email: