ESTATE AND INHERITANCE TAX PLANNING

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.

HOW CAN WE HELP WITH YOUR INHERITANCE TAX PLANNING?

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.

PROTECT YOUR WEALTH IN YOUR LIFETIME AND FOR FUTURE GENERATIONS

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.

PROTECT YOUR PROPERTY INVESTMENT PORTFOLIO FROM INHERITANCE TAX

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.

ENSURE YOU HAVE AN UP TO DATE WILL THAT PROTECTS YOUR WEALTH

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.

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INHERITANCE TAX PLANNING GUIDE

8 Ways to reduce your inheritance tax liability

INHERITANCE TAX PLANNING ARTICLES

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Rob

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’.

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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.”

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Simon Phippen

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.

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GET IN TOUCH

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.

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Financial planning

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Investments

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Retirement planning

Plan your perfect retirement

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Protect what’s important

Prepare for life’s unexpected surprises

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Later life planning

Make the most of your later years

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Estate & inheritance tax planning

Protect and pass on your wealth

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