This is a particularly complex area and as such it is impossible to detail here the exact methods we could use to lessen the impact of this tax on your family.
What we will do is fully assess your situation and advise you of the options available to you, of which there will be many.
Whilst the government has tightened legislation to make planning of this nature more difficult, the financial services industry has reacted with creative ideas to combat these problems. For example, there are now offerings, of a low risk nature, that will allow you to have funds excluded from your estate within just two years. In this particular example, you can enjoy income and full access to the capital during and after this two year period.
Pannone is authorised and regulated by the Financial Services Authority.
Inheritance tax advice
To arrange a discussion with a Pannone Independent Financial Adviser (IFA) click here or call us on 0800 840 4929. We are available to take your call twenty four hours a day, seven days a week.
