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Inheritance Tax Planning

Understand your potential Inheritance Tax (IHT) liability with a personalised fixed-fee report from a Redmayne Bentley Financial Planner.

MORE FAMILIES ARE BEING AFFECTED BY INHERITANCE TAX

When you’ve worked hard to build your wealth, you want to make sure more of it can be passed on to the people who matter most.

Frozen allowances, rising property values and upcoming pension changes mean inheritance tax may affect more families than ever before.

Our Inheritance Tax Planning Service provides a clear outline of your likely inheritance tax liability and the options you have to mitigate it.

For a fixed fee of £500 + VAT, you’ll receive a personalised Inheritance Tax report from a qualified Financial Planner.

Your report includes:

✓ Review of your estate and assets
✓ Estimated Inheritance Tax liability
✓ Consideration of assets and legal structure
✓ Potential planning options and opportunities

There is no obligation to proceed with further advice.

A Simple Two-Step Process

1. Understand Your Position

We assess your estate to calculate your potential Inheritance Tax exposure.

2. Explore Your Options

If appropriate, we can discuss planning strategies such as gifting, trusts and tax-efficient investments (additional fees apply).
 


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This information is for UK residents only. Please note that this page is for information only and does not constitute a recommendation or financial advice. The value of investments and any income derived from them may go down as well as up and you could get back less than you invested. Please note that tax treatment depends on the specific circumstances of each individual and may be subject to change in the future. The Financial Conduct Authority does not regulate Inheritance Tax Planning, Cashflow Modelling, Taxation or Trust advice. 



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At Redmayne Bentley we have been providing trusted investment expertise and personal financial guidance tailored to each client’s individual circumstances since 1875.
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