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  • Inheritance Tax Planning

    Estate and Trust Planning - we’ll work with you to identify solutions, including trusts and whole of life insurance policies, to protect family assets and avoid significant tax bills in the future.

    Although no one likes to think about a time when they are no longer around, it can provide comfort to know you will leave something behind for the people you love, and have made adequate provision for your family.

    Unfortunately inheritance tax laws or a badly constructed Will could mean your legacy is worth less than you’d hope. Legislation that governs passing on your estate to your chosen beneficiaries demands you plan well in advance, and it makes practical sense too. Since none of us knows when we shall die, this means making the necessary provisions now.

    If you’re not familiar with the current legislation, tax can seem very complex and intimidating. But taking our professional and discreet advice when drawing up or reviewing your Will can help you avoid any potential legal pitfalls or ambiguity.

    We can advise you on the best way to avoid inheritance tax, can set up your chosen products and help you manage them and secure your assets for your spouse, children or grandchildren.
    The earlier you make the arrangements the greater opportunity you have for taking full advantage of the tax benefits available, ensuring your hard-earned wealth goes to the people you care about rather than the taxman.
    Items that could form part of your estate include:

    • Property
    • Investments
    • Insurance
    • Payment from a pension plan
    • Cars, art, jewellery, furniture and other chattels
    • Certain gifts
    • Certain Trusts

    There are a number of ways you can reduce a potential inheritance tax bill.

    • Make an effective Will
    • Taken advantage of spousal exemptions
    • Make gifts
    • Life assurance
    • Trusts
    • Exempt investments
    • Pension Planning

    Inheritance tax can be a complex area of planning and Keystone Independent has the know-how to help you with this challenging task. We work closely with specialist tax consultants and lawyers that have very in-depth knowledge and years of experience in helping people plan their estates to minimize any tax burden. As with most financial planning, the sooner you begin this process, the simpler it is.
    Begin your estate planning right away and safeguard your legacy for those you love.

    Please note the value of pensions and investments may fall or rise. You may get back less than you invested.

    Estate Planning is not regulated by the FCA. 

    Will Writing is not part of the Intrinsic Financial Services offering and is offered in our own right. Intrinsic Financial Services accept no responsibility for this aspect of our business. Will Writing is not regulated by the Financial Conduct Authority.

    Use this Free Inheritance Tax Calculator:

    LINK DISCLAIMER : CLICKING ON THE INHERITANCE TAX CALCULATOR LINK ABOVE will direct you to a third party website. You are now departing from the regulatory site of Keystone Wealth Management Limited. Neither Keystone Wealth Management Limited nor Intrinsic Financial Planning Limited is responsible for the accuracy of the information contained within the site.