Inheritance Tax & Estate Planning

An increasing number of individuals are concerned that their legacy will be divided between their loved ones and HMRC upon their death.

Inheritance tax is imposed on beneficiaries where an estate’s value has exceeded a prescribed threshold, which can vary in size depending on your individual circumstances. Tax is typically applied at a rate of 40% on any value above your permitted allowances.

At Country Wealth, we are expertly trained in helping our customers put effective inheritance tax mitigation plans in place.

We do this by establishing your individual needs for your money during your lifetime before recommending a strategy that can help reduce or eliminate the impact of inheritance tax on your estate.

The FCA does not regulate tax planning