Inheritance tax

Few people like to give their hard-earned money to the taxman. They would much rather pass as much of their estate as possible to their chosen beneficiaries rather than to Her Majesty’s Revenue & Customs.

However, 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 is £325,000 for the 09/10 tax year. This can cause delays and frustrations at a time when you and your family are least able to cope with additional stress.

We have 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.

For a FREE initial consultation, please do not hesitate to contact one of the team.

Gordon Tate Associates is a trading style of Honister Partners Limited. Honister Partners Ltd is an appointed representative of Sage Financial Services Limited, which is authorised and regulated by the Financial Services Authority.

Honister Partners Ltd Registered Office 1 Nicholas Road, London W11 4AN. Registered in England and Wales no. 06923303

The information and content of this site is intended for UK consumers only and is subject to the UK regulatory regime.

The Financial Services Authority do not regulate some forms of mortgages or inheritance tax planning.