Financial Services at Forbes Solicitors

Inheritance Tax Planning

Inheritance Tax is affecting more people each year. If you leave an estate of more than £325,000 in the tax year 2013/2014 and you have no spouse, your estate may be liable for Inheritance Tax at 40% on the excess.

If you think that this might affect you it is worth doing some forward planning with us to decide what actions you should take. There are ways in which this can be overcome and we will be happy to discuss these with you.

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