0203 0123 237

Passing On Your Wealth

Having worked so hard to manage, grow and protect your wealth, you can relax with the peace of mind knowing that you can simply pass this on to your loved ones to enjoy - right? Not quite! Financial planning is a lifetime journey that changes as your needs and circumstances change. Having got this far, most people have not thought about the potential and often sizeable tax liability levied on their entire estate as a result of inheritance tax. Most people are caught unaware of it as they do not realise they even fall into this trap.

 

Having strived to accumulate your wealth, to ensure that your family and loved ones are able to enjoy your wealth, inheritance tax planning is a must. With increasing property prices, more and more people are unwittingly being caught in the inheritance tax trap therefore seriously impacting on your estate or any legacies or bequests that you make.

 

However, with a little advance planning, you could reduce your liability or even eliminate it altogether. At FAFS, we look at ways to help minimise your tax liability, by carefully structuring your financial affairs so that you are fully able to utilise all the exemptions and reliefs which are available to you.

 

Estate Planning is not regulated by the Financial Conduct Authority

Please feel free to contact us for more information on the above or on all your Inheritance tax planning needs. 

 

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In An Uncertain World

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Company Details

First Alliance Financial Services
Millenium Bridge House
2 Lambeth Hill
London
EC4V 4AR

0203 0123 237

info@firstalliancefinancialservices.co.uk