PROTECT AND PRESERVE WHATS RIGHTFULLY YOURS

Inheritance tax is no longer preserved for just the very wealthy. It is affecting more of us each year. If you are one of the many, obtaining professional advice could save you thousands.

If your assets exceed £325,000 (£650,000 for married couples and civil partners) this tax will impact you. Assets over this amount will be liable to a tax at 40% on the excess. Given the level of house prices in the UK, many people who own a house and have some savings may find themselves over this threshold and therefore liable for the tax.

There are some simple and straightforward measures you can take to mitigate this tax altogether, ensuring your wealth passes down the
generations according to your wishes. Early planning is key, as well as making use of your annual allowance.

Stirling House Independent Financial Advisors can advise you on your inheritance tax liability and develop plans to avoid the tax altogether, or minimise the effect on your estate. All initial meetings are FREE of charge with no obligation.