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.
"I like the fact that as soon as you walk through the door you’re given a great welcome, there’s a fantastic team there and you can see everybody has expert knowledge of their areas of expertise... understanding that my own personal wealth is managed to the level it is at Attivo Financial Planning gives me great reassurance."
“We had various financial goals when we met with Attivo Financial Planning. We wanted to buy the unit we ran our engineering business from, and then when we eventually decided to sell the business, we wanted it to be in the most tax-efficient way. We wanted to ensure we had funds left over to give us a level of income in our retirement that we’d become used to while working. Attivo Financial Planning helped us meet our goals. They are a great team of genuine people that just want to help you achieve what you want.”