Inheritance Tax Planning

Inheritance Tax Planning

It is sensible and reassuring to make plans for your family's financial futyure, and the earlier you consider doing so, the more chance you will have of utilising all of the tax opportunities available to you.

Tax Efficient Investments

Tax Efficient Investments

Whether you would like to recover Income Tax paid in this or the previous year, or defer Capital Gains Tax owed following the sale of a property or investment, we have the solution for you.

A complete Estate Planning Service

A complete Estate Planning Service

We understand that each individual has different intentions and requirements, and our bespoke succession planning ensures an efficient and cost effectvie transition to the next generation.

Financial Advice in St Albans

Financial Advice in St Albans

Tailored and bespoke solutions to your financial requirements.

Boardroom Briefings

Boardroom Briefings

We run monthly boardroom briefing events here in St Albans with various speakers, providing you with key technical information on estate planning and keeping you up to date with new opportunities.

Inheritance Tax Planning

Inheritance Tax Planning

It is sensible and reassuring to make plans for your family's financial future, and the earlier you consider doing so, the more chance you will have of utilising all of the tax opportunities available to you.

Tax Efficient Investments

Tax Efficient Investments

Whether you would like to recover Income Tax paid in this or the previous year, or defer Capital Gains Tax owed following the sale of a property or investment, we have the solution for you.

A complete Estate Planning Service

A complete Estate Planning Service

We understand that each individual has different intentions and requirements, and our bespoke succession planning ensures an efficient and cost effective transition to the next generation.

Financial Advice in St Albans

Financial Advice in St Albans

Tailored and bespoke solutions to your financial requirements. Visit our blog for up to date news.

Boardroom Briefings

Boardroom Briefings

We run monthly boardroom briefing events here in St Albans with various speakers, providing you with key technical information on estate planning and keeping you up to date with new opportunities.

Residence Nil Rate Band - Does your family qualify?

In the 2015 Summer Budget, the previous Chancellor of the Exchequer, George Osborne, announced the introduction of a new extension to the Inheritance Tax nil rate band for residences, with effect from April 2017. You could save your family as much £140,000 in Inheritance Tax when the family home passes to direct decedents on death. The Residence Nil Rate Band is in addition to an individual's existing nil rate band of £325,000, and conditional on a residence being passed down to direct descendants (e.g. children, grandchildren). This may adversely affect those families who had planned to leave their property to a trust on death for the benefit of their descendants. By 2020/21 families could

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