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Education
Fee Funding | Asset/Portfolio
Management | Estate
planning | Trust
Management | Retirement
Planning
Ensuring investments can return the desired amounts
in the future by proactively organising your financial
arrangements as your circumstances change and ultimately
life happens.
Ensuring that your money goes to the people it was
intended for.
What is inheritance tax planning?
At its simplest, inheritance tax is the tax payable
on your estate when you die if the value of your
estate exceeds a certain amount. For example currently
in the UK, inheritance tax is charged at 40% on
the value of estates above the threshold (nil-rate
band) of £285,000, subject to any exemptions
and reliefs that may be available. Your estate is
basically the net value of everything you own, all
your assets minus any debts.
Why do you need to plan?
Doing nothing is not an option. Without proper tax
planning, many people can end up leaving a substantial
tax liability on their death, considerably reducing
the value of the estate passing to chosen beneficiaries.
At Churchill & Partners we can help you structure
your estate in the most tax efficient manner greatly
reducing tax liabilities you could currently be
leaving behind. Contact
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