...then wait seven years once you have given it away to avoid Inheritance Tax,
...and giving you a tax free income if you wish
When you can invest as we suggest, and only have to wait two years to be eligible for 100% business property relief!
Continue to live in your home and yet have some of the value outside of your estate immediately and the rest outside in seven years.
We take a risk cost benefit approach to IHT planning our director being both a Chartered Accountant and an Independent Financial Advisor we can offer a variety of solutions so you can choose the ones that suit you and your family. Nobody knows when they are going to die. We try to ensure that whenever that is, IHT will be saved. Too many strategies rely on survival for seven years. Even with the sliding scale relief you have to survive three years to get any reduction and that may be wasted by the nil rate band. We have ways of getting immediate relief from IHT.
Last Minute / Death Bed Schemes
We know how Inheritance Tax can be saved, even in last minute situations
We advise accountants on how this can be done for their clients.
Alpha Investments and Financial Planning Ltd is entered on the FSA register under reference 546200 and is authorised and regulated by the Financial Services Authority. The FSA do not regulate tax advice and business sales. Registered in England & Wales under number 07373148.
The guidance and/or advice contained within this website are subject to the UK regulatory regime, and are therefore targeted at consumers based in the UK.
