Inheritance & Estate Planning

The Financial Conduct Authority does not regulate advice on Estate Planning or Inheritance Tax Planning.

Inheritance tax is often referred to as a voluntary tax as there are many ways available to either mitigate or avoid the tax.

It is a complex area with numerous rules, allowances and thresholds and we strongly recommend that you get advice in this area. Everybody’s circumstances could be different and advice can help try and minimise or eliminate the potential tax due on death.

Tax advice which contains no investment element is not regulated by the Financial Conduct Authority (FCA).

The Financial Conduct Authority does not regulate Wills or Estate Planning.

Information regarding taxation levels are based on our current understanding of HMRC legislation and regulations. Any levels and bases of, and reliefs from taxation are dependent on your own individual circumstances and are subject to change.

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