Inheritance Tax Planning

The pre-budget report of October 2007 delivered a change in the treatment of the Nil Rate Band for married couples or civil partners. We can help you understand your current options as well as assessing how any existing arrangements have been affected.

Inheritance tax (IHT) is a tax payable on the worldwide assets of any UK domiciled individual on their death. There is currently a 40% tax charge levied on the value of all estates above £312,000 for the 2008/09 tax year. So, did you realise that even tax-efficient investments like PEPs and ISAs could be subject to this charge?

We want to help you keep as much of your estate as possible in the hands of your family rather than gifting it to the Inland Revenue!

 

Click here to request an appointment with an Inheritance Tax Adviser

Click here to request a place on a Seminar covering inheritance tax planning

Click here to request one of our Guides to Inheritance Tax

 

HyperLink HyperLink HyperLink
Bates Investment Services Limited is authorised and regulated by the Financial Services Authority and is a wholly owned subsidiary of The Money Portal Limited.
Registered Office 1 Threadneedle St, London EC2R 8JX. Registered in England and Wales No. 3434648.
Bates Investment Services Limited is entered on the FSA register (www.fsa.gov.uk) under reference number 154229.
The information and content of this site is intended for UK consumers and is subject to the UK regulatory regime.