Items to ConsiderWhen looking at your Estate and Inheritance Tax plan we take the following into consideration:
- Your Goals
- Your present circumstances and likely changes
- Cash and income requirements
- Tax implication of any changes
- Your Age
- Attitude to Risk
- Your Health
- The effects on the beneficiaries when they receive the funds
- Legacies for Charitable or Religious organisations
- Any Gifts
- Existing Trusts
- Existing Will
- Existing Enduring Power of Attorney
Other issues we will take into consideration are:
- Gift Allowances
- Tax status of Investments
- Whether funds are held Onshore or Offshore
- Where Domiciled
- Deeds of Variation
- Schemes available from insurance companies
- Schemes available through solicitors
- Schemes available through investment houses
- Any Gifts with reservations
- Pre-owned assets tax liability
There is a great deal to consider when organising your estate and Inheritance Tax planning.
If you would like Trinity Wealth Management to help you with your 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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