Discover the Most Common & Costly Inheritance Tax Mistakes
A no-obligation inheritance tax assessment via a short phone call - showing where you stand, what to avoid, and the options available to reduce potential inheritance tax.
Next Step: Book your free Inheritance Tax Assessment below
Discover the Most Common & Costly Inheritance Tax Mistakes
A no-obligation inheritance tax assessment via a short phone call - showing where you stand and the options to reduce potential inheritance tax.
Next Step: Book Your Free Inheritance Tax Assessment
The Top 3 IHT Mistakes
Outdated Documents - many Wills, especially those written before 2017, are simply out of date and missing crucial tax-saving opportunities.
Inefficient Structuring - Investments, property, and business portfolios are often not structured tax-efficiently, which can leave families facing huge, unavoidable tax bills.
Plan for Care Fees - Estate values can be gradually eaten away by significant care fee costs if they are not protected properly.
Everything That's Included
Outdated Documents - many Wills, especially those written before 2017, are simply out of date and missing crucial tax-saving opportunities.
Inefficient Structuring - Investments, property, and business portfolios are often not structured tax-efficiently, which can leave families facing huge, unavoidable tax bills.
Plan for Care Fees - Estate values can be gradually eaten away by significant care fee costs if they are not protected properly.
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Milton Associates Ltd is a Trading Style of Aegis Financial Planning Limited (authorised and regulated by the Financial Conduct Authority – FCA No. 624298, Registered in England & Wales No 8946610).Registered Office: Warnford Court, 29 Throgmorton Street, London, EC2N 2AT.
Registered in England & Wales No 8946610. The FCA does not regulate taxation, trust or legal advice.The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
STILL NOT SURE?
Recent Reviews
Milton Associates Ltd is a Trading Style of Aegis Financial Planning Limited (authorised and regulated by the Financial Conduct Authority – FCA No. 624298, Registered in England & Wales No 8946610).Registered Office: Warnford Court, 29 Throgmorton Street, London, EC2N 2AT.
Registered in England & Wales No 8946610. The FCA does not regulate taxation, trust or legal advice.The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.