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Securing your assets

Recent years of property inflation have caused the value of many people's personal assets to exceed the IHT nil-rate band, beyond which the value of their estate is taxed at a flat rate of 40%. However, in many cases suitable and inexpensive tax planning can reduce the potential tax bill considerably and through the use of a properly drafted will, ensures that the estate passes to the right people with the minimum of delays.

Contact us for advice & analysis on the following:

  • The Different Types of Trust and their use in Mitigating IHT.
  • The use that Life Assurance can play as an important role in IHT Planning. We will investigate the necessity of having a Trust mechanism in place.
  • The Benefits of Gifting, including Potential Exempt Transfers (PETs)
  • Advising the Trustees on their Roles and Responsibilities
 
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Welbeck Group Mortgages Blog | Welbeck Group Financial Consulting Blog | Welbeck Group Financial Solutions Blog | Welbeck Group Independent Advice Blog
Welbeck Group is a marketing term used to describe the collective companies of Welbeck Wealth Management Ltd, Welbeck Consulting Ltd, Welbeck Mortgages Ltd and Welbeck Independent Ltd. Welbeck Consulting Ltd is an appointed representative of Paradigm Financial Advisers Ltd, The Box, Brooke Court, Lower Meadow Road, Wilmslow, Cheshire, SK9 3ND which is authorised and regulated by the Financial Services Authority. The Financial Services Authority does not regulate will writing, taxation and trust advice and some types of offshore investment and buy to let mortgages. Your home may be repossessed if you do not keep up repayments on your mortgage. There may be a fee for mortgage advice, the precise amount will depend upon your circumstances but we estimate it will be no more than £500. The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.