INHERITANCE TAX PLANNING

Inheritance tax planning can be the difference between paying 40% tax on your estate and leaving the beneficiaries of your estate as much inheritance as possible.

Without proper inheritance tax planning, an estate could be faced with a tax charge of 40% of the excess value over the nil-rate band at the time.  This Nil Rate Band figure of £325,000 will remain the same in the tax year 2010/2011 as in the previous tax year.  There will be no increase in this allowance in the 2010/2011 tax year.

Gordon Tate Associates has the knowledge and experience to put strategies into place to ensure that you pass as much of your accumulated wealth as possible on to your loved ones, with the minimum of fuss and delay.

Contact us today to discuss your inheritance tax plan.