Inheritance & estate planning

 

There are many opportunities to reduce Inheritance Tax. Strategies are particularly effective when grandparents, parents and children work in unison. Your goal may be estate preservation, legacy creation, or a combination of the two. Whatever your objective, we can help balance peace of mind with control, access, security and simplicity.

Inheritance & estate planning

Advisers at our Manchester office can assist you with the following:

  • IHT exempt or IHT efficient investment and tax wrappers
  • Use of personal and family exemptions and allowances
  • Gifting
  • Trusts
  • Life cover and whole of life planning
  • Business Property Relief
  • Charitable giving
  • Will writing and trust planning

The next step

If you would like to discuss the tax planning advice we can provide in more detail, please contact one of our financial planning specialists.

UHY Manchester Financial Planning is a trading name of Pareto Financial Planning Ltd.  Authorised and regulated by the Financial Conduct Authority.