Estate & Inheritance Tax Planning
Secure your wealth through IHT planning
The largest intergenerational transfer of wealth is about to unfold over the next 20 years with trillions of pounds being passed down through generations, Sanlam reveals.
Between 2018 and 2019 the HMRC’s annual report showed a staggering £5.4 billion in inheritance tax revenues alone.
Why is tax planning necessary
Unfortunately for taxpayers, IHT regulations change periodically and are often misinterpreted. With the right expertise, you can adopt effective strategies to reduce the total IHT payable on your estate.
By engaging in planning and protecting your estate in advance, your heirs will receive their rightful inheritance guaranteed.
How we can help
The Wealth Consultant offers independent professional guidance to ensure the implementation of tax mitigation techniques is successful. We will connect you with a wealth manager tailored to your requirements, goals, and life-stage, and help you answer key questions such as:
How to avoid inheritance tax on a property?
How much can you inherit before paying tax?
How much is the rate of inheritance tax?
How do you manage inheritance money?
How can passing on a pension reduce inheritance tax?
We understand that navigating the intricacies around IHT succession planning can be complicated and daunting. The Wealth Consultant aims to cut the complexities and provide you with honest, reliable, and timely information.
Get professional inheritance tax planning advice
Clients often lack trust in traditional financial services that do not provide enough clarity on IHT succession planning and the legalities around it. With extensive experience in the wealth management sector, we act with integrity to bring you closer to those wealth managers who can advise you appropriately on all matters related to estate and inheritance.
We will only connect you with professional wealth managers which will confidently allow your financials to flourish.
Selecting the right wealth manager is a time-consuming process that often leaves clients frustrated. We streamline that process by learning about your plans and link you with industry-leading wealth managers capable of helping you achieve your goals.
How we work
Our transparent and client centric process offers you peace of mind knowing that we use specialist industry knowledge to find the perfect wealth manager for you, free of charge!
Answer 10 simple questions about your situation and requirements. This will take no longer than 3 mins.
The Wealth Consultant will call you within 24 hours to clarify your details and discuss your matched wealth managers with you.
The Wealth Consultant will introduce you to, and arrange a time for an initial call with, each wealth manager.
Dedicated Wealth Manager for you
Time to stop searching. Let The Wealth Consultant do the hard work for you. Get in touch today for a free consultation and digital introduction to the most appropriate wealth manager for you.