Inheritance Tax Planning

Inheritance Tax Planning from Cummins Financial Advisers Limited

With sensible, realistic, and important Inheritance Tax Planning advice from Cummins Financial Advisers Limited, you will be safe in the knowledge that your beneficiaries and loved ones will receive every penny due to them from your estate.

Despite the current economic climate, the value of your home will most probably have increased over recent years. That means you could be wealthier than you think. But it also means your beneficiaries could end up paying a substantial amount in Inheritance Tax (IHT).

The current Inheritance Tax threshold, as at 2011/2012, is £325,000. This means that your beneficiaries, other than your spouse, will be liable to pay Inheritance Tax (IHT) at a rate of 40% on anything, and everything, above this threshold. So when you take into consideration the value of your entire estate, consisting of your property and its contents, your car, any savings, investments and life insurances etc., it’s hardly surprising so many of our clients are seeking arrangements to limit, or possibly even eliminate, the amount of Inheritance Tax (IHT) due.

Whether you simply want advice on how to limit your beneficiaries’ Inheritance Tax (IHT) liability, or you are a trustee or potential beneficiary of a trust, the Cummins Financial Advisers Limited team has the expertise, knowledge and skills to advise you on the possible ways to reduce or even eliminate Inheritance Tax (IHT) on your estate.

To find out more about Inheritance Tax Planning advice from Cummins Financial Advisers Limited, please feel free to browse our website. Alternatively, for a no-obligation chat about your Inheritance Tax Planning requirements, please call 01244 571050 or click Inheritance Tax Planning Advice to send us an email.

Please note: The levels and basis of reliefs from taxation are subject to change and their value depends on the individual circumstances of the investor.

The Financial Services Authority does not regulate taxation and trust advice or deposits accounts. We are entered on the FSA Register No. 430771 at www.fsa.gov.uk/register/home.do. The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK. Recommended website includes http://www.moneyadviceservice.org.uk/yourmoney/. Cummins Financial Advisers Ltd, Unit 1d, Rossett Business Village, Llyndir Lane, Rossett, Wrexham LL12 0AY is authorised and regulated by the Financial Services Authority. Registered in England Number: 4369921. Registered Office: Fairfield House, 104 Whitby Road, Ellesmere Port, South Wirral, CH65 0AB.

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