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Inheritance Tax Planning

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Moving on UP is a trading style of Ian Straw who is an appointed representative of HL Partnership Limited which is authorised and regulated by the Financial Conduct Authority

 

The information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

 

*Some of these products are not regulated by the Financial Conduct Authority

Planning for your family future.

Why should you review your estate planning?

 

  • It allows you to make decisions regarding how your wealth is distributed in the event of death.

 

  • Take steps to mitigate some or all of any Inheritance tax liability.

 

  • You can decide if beneficiaries should have direct access or whether this should be via some form of trust planning.

 

Trust planning sounds complicated and technical, however it does provide a greater degree of flexibility to your estate.

Inheritance Tax Planning allows you to pass on your lifetime's wealth to chosen beneficiaries. When you have spent a lifetime building up your personal wealth and may also have inherited wealth from parents or other family members, we believe you would want to ensure that upon your death your estate will pass into the hands of these chosen beneficiaries.