“Nothing can be said to be certain, except death and taxes” – well Inheritance Tax (IHT) gets you both ways! It generally only applies on death and is paid out of the person’s estate. It can be a major worry, particularly to those who are getting on in life.

People know that it exists lurking nastily in the background but not what it actually means to them. The rules are complex and confusing and many people are worried (often unnecessarily) as to how these will apply to them.

We can help to reassure you by sitting down with you over a cup of tea or coffee and getting some basic information about you, your circumstances and your assets and liabilities. We can then establish whether or not you are likely to be affected by Inheritance Tax. If you are likely to be affected by Inheritance Tax we can estimate what any liability on your estate is likely to amount to.

There are various ways you can help lessen any Inheritance Tax liability and we can discuss these with you in a straight forward manner.