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 new 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 understand the complexities and technicalities of IHT, and will work with you to ensure the best estate planning is achieved for you and your beneficiaries.
"What I’ve found very helpful about Attivo Financial Planning and their service is the personal touch. No matter how small or large your investment you feel that your financial situation is important to them and they are actually just working for you. It’s a good gift to have to make you think that you are the only client."
"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."