We are able to offer advice on Inheritance Tax Planning and Trusts to ensure that Tax is not paid when it could
be avoided.

Inheritance Tax limit now £300,000.00. Every married couple however young and however recently married needs to address the savings that can be made by creating a Discretionary Wills Trust. Young newly married couples have houses often worth more that £300,000.00 and insurance to cover the mortgage and their lives this putting them in the Inheritance Tax bracket.

If you take advice and carry out Inheritance Tax planning in your Will and adjusting your property holdings to Tenants in common you can potentially save double the £300,000.00 namely £600,000.00.

Please contact John Morse for an appointment and advice on Wills and Inheritance Tax.