Estate, Inheritance Tax and Will Planning
Planning for your Estate, Organising your Will and Understanding Inheritance Tax
Whether you’re getting older and would like to make sure you are doing the best you can to leave your estate well organised for your loved ones, or have only recently had children and are already planning for their future, Kate and the team at Themis can help.
We can work with you to review your plans, to make sure everything is in place to pass on your Estate to your beneficiaries as tax efficiently as possible.
Inheritance Tax (IHT) is a tax on your estate when it is passed to your beneficiaries and is taxed at a rate of 40% in most instances on everything over £325,000.
Inheritance Tax is sometimes described as a voluntary tax mainly as we have many ways to mitigate or reduce it with careful and considered planning.
We would review this with you as part of our service to you and offer potential solutions that you could consider as part of your planning.
If you would like to find out more about the support we can offer with Estate Planning, or our other wealth management services, do get in touch.
We do not charge for our first meeting, so why not book in a call or face-to-face meeting now and we’ll be happy to find out more about your circumstances and talk you through your options.