Many people who approach a financial adviser do so because they have worries or concerns about future tax bills.
Tax bills for yourself are one thing but it’s painful to imagine that there might actually be a nasty tax bill looming for your children or granchildren.
It’s not uncommon for people to imagine that inheritance tax is only a problem of the supre wealthy but you’d be surprised by how many ‘everyday’ hard working families find themselves affected in one way or another.
At what can be a difficult time anyway, the last thing which most people want is the additional stress of dealing with the inland revenue.
The good news is that the earlier you approach the issue the easeir things are.
The Financial Conduct Authority do not regulate inheritance tax planning.
We’d welcome the chance to speak with you and to discuss your own unique situation. You can book a complimentary 15 mins call with an adviser using the button below.