Expert inheritance tax planning to protect and pass on your wealth
Think inheritance tax doesn’t apply to you? Think again. There is a common misconception that inheritance tax affects only the wealthiest, but with rising house prices over the past decade more and more families are being affected, possibly without even being aware of it. Planning what you leave is increasingly an issue and expert advice can make a real difference. If you are able to leave your loved ones an inheritance, you don’t want to leave them with a large inheritance tax bill. You want inheritance tax planning that protects your wealth in your lifetime and for future generations.
We offer expert inheritance tax planning in Nottingham and Kenilworth. We will take a comprehensive view of estate and inheritance tax planning so that all the important issues are factored into your plan, including how the value of your assets may change over time.
Besides planning for the next generation, you will also need to make sure that your own financial security is maintained. We will help you to understand the wide variety of inheritance tax solutions that are available, as well as the options to maintain ongoing control of your assets and related income during your own lifetime and for future generations.
If you own property, and those investments are already held within a company, then we can advise on succession planning and how to protect the shares from inheritance tax. For property investments not held by a company, we can advise on the advantages of transferring them to a corporate entity.
Everyone knows that they should have a Will, but not everyone knows that once made it should be regularly reviewed to adapt to changes in personal circumstances as well as alterations to tax and other legislative changes.
8 Ways to reduce your inheritance tax liability
Investment & Retirement Planning Client
‘I realised that I needed professional advice, because this is the one thing I had to get right. Shaun has taken the time to get to know us as a couple and as a family and understand our lifestyle. He is the person we trust with our money. It’s such a comfort blanket knowing that you have done the right things and that you don’t need to worry’.
Mr & Mrs B. Nottingham
Retirement & Financial Planning Clients
“We have now retired and have confidence in the financial plan that was produced for us. I could not recommend highly enough Riverfall to anybody in a similar position to ours. An absolutely brilliant service.”
Director of Riverfall
Do you want flexibility, access to and control of your assets whilst inheritance tax planning? We look at the new Lifestyle Trust, which is being called the ‘have your cake and eat it’ trust.
We offer all prospective clients a free initial meeting with one of our financial advisers, to see if our service is right for you.
Book your meeting, to protect and pass on your wealth today.
Create financial certainty about your future
Make the most of your wealth
Plan your perfect retirement
Prepare for life’s unexpected surprises
Make the most of your later years
Protect and pass on your wealth