Estate Planning and Inheritance Tax

Estate and Inheritance Tax Planning

Key points the video will communicate:

– Estate Planning is about taking broad steps to protect your family through generations, not simply about saving tax.

– Inheritance Tax planning is a part of the Estate Planning exercise and is about saving or reducing future tax payable.

– There is often a tricky balancing act between your needs today and your wishes towards your beneficiaries’ interests in the future.

– There are numerous exemptions and allowances which help; using these in the right way according to your circumstances can produce effective ways to protect your position.

– Experienced and qualified help can make a huge difference.