Inheritance Tax & Estate Planning

The growth in house prices in recent years means more families are now facing inheritance tax bills following the death of a family member.

And leaving a legacy is powerful; it can help the next generation to achieve their financial goals, or it could be that you wish to give back to your local community or to a charity that’s close to your heart.

Yet Inheritance Tax can be very complicated, and the rules, reliefs and allowances often change, so it is worth obtaining a clear grasp of how these taxes work by discussing with a professional adviser the most efficient way to arrange your estate.

Structure is key to ensure that you have more control over who gets what and when.

A good, balanced approach to financial planning can mitigate or minimise the effects of Inheritance Tax and we can advise on strategies to improve your position in this area using a number of different solutions.

The Financial Conduct Authority do not regulate estate planning.

We will work with you to understand your exact wishes. Through forward-planning, we can ensure that your legacy goes where it is needed, at the right time, with minimum hassle.

IAM Financial is a trading style of IAM Financial Planning Limited which is an appointed representative of Quilter Financial Planning Solutions Limited which is authorised and regulated by the Financial Conduct Authority.

IAM Financial Planning Ltd is registered in England and Wales. Company Number 08972423.
Registered Address: Westgate House, 2 Union Road East, Abergavenny, Gwent, Wales, NP7 5UW.