Inheritance Tax

Advice for inheritance tax planning, to mitigate the liability on those receiving benefits.


Inheritance tax can substantially reduce your family’s inheritance. However, we can offer advice for life assurance arrangements to reduce the effects of inheritance tax by providing your beneficiaries with the means to meet the eventual inheritance tax liability.

More and more people are finding themselves with an Inheritance Tax liability, and it is wise to seek the expert knowledge of a specialist. We can arrange for high quality legal advice to be made available.

Inheritance tax is usually levied at 40% on the value of an estate exceeding the current ‘nil rate’ band, which presently stands at £325,000, but this can be doubled if the first to die of a couple did not use up their nil rate band.

The Government are proposing an introduction of a ‘Main Residence Nil-Rate Band’ which will be available when a main residence is passed on death to a direct descendant. They are proposing that this measure will take effect for relevant transfers on death on or after 6 April 2017.

The Financial Conduct Authority does not regulate Taxation Advice.


Unit 4,
Stour Valley Business Centre,
Brundon Lane,
Sudbury CO10 7GB

Telephone: 020 3872 1800
Fax: 08712 772514


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