Inheritance Tax

Without the correct advice and careful financial planning, HM Revenue and Customs could be the biggest single beneficiary when you die.

Inheritance Tax (IHT) has an increasingly broad reach. The impact on a modest estate can be dramatic, on a large estate, it can be huge.

There are several options available that can help mitigate Inheritance Tax:

  • have your Will written and planned correctly to save the maximum amount of tax*
  • transfer assets through the prudent use of lifetime gifts
  • create a tax-efficient fund to enable the beneficiaries to meet the tax liability without disturbing the family wealth. Under current IHT legislation, pensions can play a considerable role in estate planning.

With with four leading law firms, we offer help covering a range of legal services including Inheritance Tax, marriage issues and general tax planning.

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount initially invested.

The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.

*Will writing involves the referral to a service that is separate and distinct to those offered by St. James's Place. Wills are not regulated by the Financial Conduct Authority.

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If you would like to speak to us about a particular issue or wish to find out more about the services we offer, please get in touch.