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INHERITANCE TAX
Calculating the Tax
IHT Planning Process
Items to Consider
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Inheritance Tax

"Inheritance tax is, broadly speaking, a voluntary levy paid by those who distrust their heirs more than they dislike the Inland Revenue.."
 
Roy Jenkins
Budget Debate
House of Commons,
19th March, 1986

If it is a case that you would prefer to leave your inheritance to someone you trust rather than the inland revenue then why not contact a Trinity Wealth Management Financial adviser to help you Calculate the potential tax, explain the Inheritance Tax planning process and guide you through the items you need to consider in order to plan the tax efficient distribution of your estate.


If you would like to meet with one of Trinity Wealth Managements Financial Advisers then please click Contact Us or telephone us on 01727 851123 for a free initial meeting at our office.

 

  
 
 
 
 

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.

Trinity Wealth Management Ltd - T: +44 (0) 1727 851123 - F: +44 (0) 1727 858083 - E: info@financial-advisers.com
Cedar Court, 6c Parkway, Porters Wood, St Albans, Herts AL3 6PA

Reg office: 15 Home Farm, Luton Hoo Estate, Bedfordshire LU1 3TD. Reg in England No: 423310