With many houses and investments currently worth close to, or in excess of, the inheritance tax limit, many people estates are paying more tax to the Chancellor.

Clients are often faced with difficult decisions on estate distribution.

How much should be passed to the children without destroying their personal ambitions?

When should they tell their children how much they are worth?

How can clients efficiently distribute their estate to their beneficiaries whilst still retaining sufficient capital for unexpected events?

Wessex Financial Planning can help you:

• Minimise your liability to inheritance tax by using simple,  uncontroversial methods.

• Pass on more of your assets to the next generation, colleagues or charities rather    than the government.

How does this help you?

Wessex Financial Planning will undertake all the necessary research and analysis to find the most suitable solutions to reduce your estate’s liability to inheritance tax. 
This will save you time and help you make informed decisions.

Your portfolio will be reviewed on an ongoing basis to make sure that the plans you put in place are still relevant.

Please contact me if you wish to discuss how I can help your estate reduce inheritance tax liability.