Inheritance Tax (IHT) and Estate Planning From Fully Qualified Members of The Society Of Trust and Estate Practitioners
After many years in which Inheritance Tax, commonly known as "IHT", was the only tax untouched by the present Government, they have recently turned their attention to it. Some of the changes have been positive - a dead spouse or civil partner's unused nil rate band can now be used by the surviving partner to reduce the Inheritance Tax (IHT) bill on his/her death. Other changes have not been so good - widespread changes to the taxation of trusts makes many of these less tax-efficient than previously.
Inheritance Tax (IHT) used to be a tax that affected only the very wealthy. Now, people of more modest means are being drawn into the net. But estate planning to mitigate the tax can often be quite simple.
At Isis Financial Planners we have helped many clients reduce their estate's liability. We will look at ALL your circumstances, financial and family, and help you reduce the tax burden on those left behind after your death - while ensuring that you can still enjoy a good standard of living during your lifetime.
Isis Financial Planners' Maggie Fleming is a highly experienced tax adviser - read Maggie's profile.
Maggie is also a fully qualified member of STEP - the Society Of Trust And Estate Practitioners. The STEP website states,"Full members of STEP are the most experienced and senior practitioners in the field of trusts and estates."
If you want the very best advice on Inheritance Tax and Estate Planning, then contact Isis Financial Planners now and benefit from our significant experience.
Thank You
"Please accept my thanks for the work you have done on my behalf. You set out my options with splendid clarity and it has been a pleasure to do business with you."
GN, Oxford
[ If you want to access the expertise of Jane, Louis or Maggie please contact Isis Financial Planners ]
I M, London
"This specialist team punches well above it's weight." Read more
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"I'm very happy with the level of income and the tax efficiency of the arrangement which suits me very well."
