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Inheritance Tax and Estate Planning

Inheritance tax is currently payable where a person’s taxable estate is in excess of £325,000. Therefore, if you own your own house and have some savings, life assurance policies or other assets, your estate could be liable.

We can advise on all aspects of estate planning, including:

  • Inheritance and capital gains tax planning
  • Business property relief
  • Using trusts
  • Making gifts in life-time
  • Tax efficient wills

We strongly recommend that you contact us as soon as possible to review your inheritance tax position.

1 Wharfe Mews House, Cliffe Terrace Wetherby, West Yorkshire LS22 6LX

t 01937 580004 f 01937 580337
e accounts@peterhoward.co.uk

VAT NO 431 0454 96

Registered with the Chartered Institute of Taxation as a firm of Chartered Tax Advisers

Chartered Tax Advisers, Sage