Inheritance Tax Planning

Generation Financial Services provides consultation and advice on inheritance tax planning in London and across the UK.

Inheritance tax planning is an important part of your personal financial strategy as it allows you to pass on your accumulated wealth to your chosen beneficiary. Inheritance tax issues should be addressed and managed as early as possible to ensure your finances are organised and prepared before your death.

Our specialist financial advisors will give you inheritance tax advice to help you avoid or reduce inheritance tax. We will assess and review the value and structure of your estate in order to help mitigate liability to inheritance tax and optimise the passing of wealth to your beneficiaries.

The first step in minimising the effects of inheritance tax is to arrange a Will and ensure it is kept up-to-date. We will then consider all options to alleviate inheritance tax, including gift allowances, trusts and specialist investments. In this respect, we work closely with other professionals, such as accountants and solicitors. The Financial Services Authority does not regulate tax advice, wills or trusts.

To find out how Generation Financial Services would work with you, click here.