Inheritance Tax Plan
Inheritance tax is more about what you own at the time of death and less about what you owe. It’s also payable on assets you may have given away during your lifetime.
If the estate, including any asserts held in trust and gifts made within seven years of death, is less than the threshold, no inheritance tax is due on it.
At CTT Private Client we can help you to understand the inheritance tax plan and what it means for you.
Hard work and dedication have meant that you have been able to build up a sound business to benefit you and your family and naturally you want to ensure that your loved ones are provided for in the event of your death.
In the climate of increased taxation, ideally you need a personalised retirement plan that focuses on your wealth protection and growth.
Trusts have been instrumental in mitigation tax since medieval times, since then, there have been many changes to trusts and their uses and equally to their inland revenue rules which affect them.
For business owners and individuals with a broad range of interests, accessing the right financial expertise is vital.
We provide a truly independent advisory service to our clients; our IFA’s are highly qualified experienced individuals with a broad range of investment solutions for all our clients objectives.