Trust and Estate Planning

Please note: Trusts are not regulated by the FCA & Estate planning is not regulated by the FCA.

Inheritance Tax planning could save your family thousands of pounds.

In your lifetime you will pay tax on the money that you earn, the money that you save, the money that you spend and even when the time comes to pass wealth to future generations you have the potential to pay a further 40% tax on your estate.

Inheritance Tax (IHT) is payable on the worldwide assets of anyone living in the UK on their death. Assets include your home, other property, savings and investments, your possessions and any life assurance (to name just a few). The rise in house prices over recent decades mean that IHT is no longer a tax for only the rich.

With effective tax planning McCreath Financial Partners can help you mitigate your liability to this tax.

McCreath Financial Partners can help you understand any liability and the options to reduce this. Remember that arrangements you already have may have been affected by changes in recent budgets and tax case law.

Planning opportunities also exist for families looking to make gifts to children or to safeguard family wealth.

We work alongside specialist Legal Executives who provide Will Writing, Power of Attorney’s and assistance with probate matters.

We believe we provide a truly comprehensive service in the field so contact us for more information to see how we could help you.

Please note: Trusts are not regulated by the FCA & Estate planning is not regulated by the FCA