Inheritance Tax and  Estate Planning

We can create and implement highly effective tax-minimisation strategies, with a particular emphasis on reducing your estate’s liability to Inheritance Tax.

If you are deciding who is to benefit from your Estate or are expecting an Inheritance yourself, careful planning can prove of vital importance. Inheritance Tax affects an increasing number of families and therefore, effective use of the current exemptions should be made.

We are able to offer a diverse and innovative approach to financial planning, using a number of leading products by specialists in their field. These include:

• Specially tailored schemes for Inheritance Tax
• Suitable Trusts (*Trusts are not regulated by the Financial Conduct Authority)
• Estate planning that can include the use of Investment vehicles and Protection plans

The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.

The levels and bases of taxation and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.