Inheritance Tax Planning

Planning is the key to ensuring you leave as much of your estate to your beneficiaries. It can take several years for plans to take effect. Some gifts or trusts will take seven years to be fully exempt from inheritance tax. However, we also offer a range of products which will reduce your inheritance tax liability after two years. You can retain control of and access your money at all times.

Chase Buckingham offers advice on:

• Using exemptions and allowances
• Making use of gifts
• Trusts
• Business Property Relief