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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 £325,000, (£650,000 as a married couple) 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 your inheritance tax liability. 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.

To find out more about how we can help you please contact our Client Engagement team on 01242 585444 or clientengagement@attivogroup.co.uk.