Quick Facts:

• Basic tax-free threshold: £325,000

• Standard IHT rate: 40% above threshold

• Additional residence nil-rate band available

• Early planning is crucial for tax efficiency

 

 

Our IHT Solutions:

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Comprehensive Health Check: ✓ Current IHT liability assessment ✓ Estate valuation review ✓ Risk identification ✓ Immediate action points

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Strategic Planning: ✓ Tax-efficient estate structuring ✓ Regular legislative updates ✓ Trust planning options ✓ Lifetime gift strategies

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Why Regular Reviews Matter: • Legislative changes impact planning • Asset values fluctuate • Family circumstances change • New tax opportunities emerge

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Act Now to: • Minimize IHT liability • Protect family wealth • Ensure up-to-date planning • Maximize available reliefs

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Free 30-Minute Consultation Expert IHT advice tailored to your estate

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Protect your family's future - contact Scott Vevers today!​​​​​​