David Mitchell, Successfully retired businessman
Having worked hard all your life to build your wealth, it is upsetting to know that 40% of everything over £325,000 if you are single or divorced, or up to £650,000 if you are married, in a civil partnership or widowed could be given back to the Government in inheritance tax (IHT).
Clients often ask us how to reduce Inheritance Tax and there are many planning opportunities available. You may find our Reducing Inheritance Tax Factsheet a useful guide.
We offer holistic advice to our clients incorporating all of their financial needs. This includes the provision of Inheritance Tax Planning and working closely with other professional advisers to find the most appropriate solution for you. Please contact us if you wish to discuss your own circumstances in more detail.
