Private clients

The right independent advice at the right time

Estate planning

Inheritance Tax (IHT) is a complex subject and is increasingly becoming a concern for individuals, particularly as house prices rise.

If your estate is likely to be worth more than the IHT allowances (including the Residential Nil Rate Band) at the time of your death, you need to consider the potential impact of IHT on your family.

Proactive planning can make a significant difference and may help to reduce IHT. Trusts are commonly used to ensure that your wealth is managed and distributed exactly as you wish.

Attivo Financial Planning understands the complexities and technicalities of IHT, and will work with you to ensure the best estate planning is achieved for you and your beneficiaries.

To find out more about how we can help you please contact our Client Engagement Team on 01242 585440 or clientengagement@attivogroup.co.uk.