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IHT Planning ProcessOur goal is to work closely with you on every step of your inheritance tax planning from the initial meeting to completing the implementation of your plan. Inheritance tax planning is a complex area with many different solutions to help you achieve your goals. It is not just about saving tax, but also about you deciding who, when and how much your beneficiaries receive. The end result is peace of mind for you and your beneficiaries.
Our existing clients realised some of the following after working closely with a Trinity Wealth Management adviser on their Inheritance Tax plan.
- The value of their estate was a lot higher than they thought.
- They did not realise that there was so many options and solutions.
- They had peace of mind once everything had been implemented.
- They realised the full implications of what they had put in their Will did not match their goals.
You will need to go through the following process in order to complete your inheritance tax planning
- Set up a meeting with a fully qualified Trinity Wealth Management adviser
- Establish your net worth on death
- Look at your existing Will and any other planning already in place
- Establish your goals by completing an Inheritance Tax planning questionnaire
- Present to you the results from completing the questionnaire
- Discuss the options and solutions available
- Present to you a final plan with recommendations
- Implement the recommendations
If you would like Trinity Wealth Management to help you with your Inheritance Tax planning, then please click 'Contact Us' below and complete the response form.
Trinity Wealth Management Limited,
is an independent financial advisor, St Albans,
and an appointed representative of Financial Professional Limited
which is authorised and regulated by the Financial Services Authority.
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