Inheritance Tax / Planning / Mitigation

 The very notion of Inheritance Tax can often be overlooked or misunderstood by many people. However, in recent years with property prices rising significantly and personal wealth growing, many people are now encompassed within the Inheritance Tax bracket.

Unfortunately, this can have a significant impact on the beneficiaries of an estate as proceeds outside the nil-rate band, which is exempt from any taxation, are taxed at substantial rates.

At Samuels we therefore believe it is of paramount importance to incorporate this into your overall financial strategy, exploring avenues which allow the tax levied to be minimised, reducing its impact on your estate and on the beneficiaries who will be the recipients of your legacies.

Samuels will be able to guide you through this unquestionably complex area, focusing on constructive and proactive ways of mitigating the effects of Inheritance Tax by incorporating them into your overall financial plan.

Our services which could help you include:

  • Personal Financial Planning
  • Retirement Planning
  • Use of Trusts
  • Wealth Management
  • Investments
  • Planning for Long Term Care