Inheritance Tax

What do I need to know?

The first step is to speak with a Estate Planner here at Money Matters Online to identify any potential inheritance tax bill which may become due.

For more information regarding your Inheritance Tax issues, fill-in your email address and we'll contact you by email/phone.

Learn more about inheritance TAX

Inheritance Tax

- Money Matters Online

We and our Financial Services Partners specialise in ways of protecting your wealth against Inheritance Tax, be that a simple regime of gifting cash each year or completing Trust arrangements, again protecting your wealth for you now and for your family in the future.

In the 1980’s former Labour Chancellor Roy Jenkins infamously said “inheritance tax is a voluntary levy paid by those who distrust their heirs more than they dislike the Inland Revenue”. The sentiment expressed that Inheritance tax is voluntary, remains true today, and Inheritance tax can be managed, minimised and/or eliminated in most cases.

Every year HMRC receives billions of pounds in “voluntary” inheritance tax payments. April 2017 saw the introduction of an additional allowance for passing on the family home, however, in spite of this inheritance tax is increasingly a consideration for many people as house prices rise with no corresponding rise in the nil rate band.

What next?

If you would like more information or a call back from one of our team

or you can call us today

0161 7911 233

The Bottom Line

Staying compliant with HMRC

Do you want to pay inheritance tax? It is voluntary after all. You can choose not to pay with careful planning, that’s another area where we help.