Probate & Estate Administration

Probate & Estate Administration

We offer Inheritance Tax planning solutions tailored to the individual needs of our customers through a free no obligation home consultation.

What is Inheritance Tax?

Inheritance Tax is a tax levied on your wealth when you die, and on some gifts made during your lifetime. Once a tax only experienced by the wealthy, it is now an issue that impacts families every day.

Every UK domiciled individual has a tax free allowance of £325,000 (called the Nil Rate Band). Changes to Inheritance Tax laws in 2007 allow your Nil Rate Band allowance (or a proportion of it) to be ‘carried over’ to your spouse or registered civil partner on your death, meaning on current thresholds a total of £650,000 can be distributed between a married couple tax free.

How we can help?

We will work with you to understand your Inheritance Tax situation as it currently stands via a Free home consultation, detailing the ways in which we can assist to reduce or eliminate an Inheritance Tax burden.

Many of our customers have estates in excess of £650,000 (when calculating properties, death in service, life insurance, savings and investments) and we therefore have advanced Inheritance Tax planning solutions which we tailor to the individual needs of our customers

To find out more or arrange a free home consultation anywhere in England and Wales, call us on 0800 110 5221 or request a callback

This company has given me the very best of professionalism in a very friendly and caring way, offering advice and choices pertaining to my personal situation.
B. Womack

Very friendly, knowledgeable and efficient advice without any pressure whatsoever. Would certainly recommend the company to anyone.
I. Kenworthy