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Inheritance Tax Planning - Reduce your exposure now!

Did you know that Inheritance tax now applies to more and more 'ordinary' people than ever before? Sound financial planning combined with an effective will can legally reduce or avoid inheritance tax altogether. Therefore it is essential that you get good financial advice from experts in estate planning to help you reduce your exposure.

If you are worried about inheritance tax, or just want the facts, talk to us.



The information we gather from this form will be used to assess how we can help you reduce your inheritance tax liability.


We will then contact you at a convenient time to discuss your concerns.


What is the approximate value of your property/properties?


If your home is subject to a mortgage, what is the approximate balance owing?



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IHT Planning is not regulated by the Financial Services Authority

---pagebreak---

Inheritance Tax Planning - Reduce your exposure now!

Did you know that Inheritance tax now applies to more and more 'ordinary' people than ever before? Sound financial planning combined with an effective will can legally reduce or avoid inheritance tax altogether. Therefore it is essential that you get good financial advice from experts in estate planning to help you reduce your exposure.

If you are worried about inheritance tax, or just want the facts, talk to us.


The information we gather from this form will be used to assess how we can help you reduce your inheritance tax liability.


We will then contact you at a convenient time to discuss your concerns.


What is the approximate value of any additional assets you own?

Investments

Savings

Life Policies

Shares/Business


<<< Back | Next >>>

IHT Planning is not regulated by the Financial Services Authority

---pagebreak---

Inheritance Tax Planning - Reduce your exposure now!

Did you know that Inheritance tax now applies to more and more 'ordinary' people than ever before? Sound financial planning combined with an effective will can legally reduce or avoid inheritance tax altogether. Therefore it is essential that you get good financial advice from experts in estate planning to help you reduce your exposure.

If you are worried about inheritance tax, or just want the facts, talk to us.


The information we gather from this form will be used to assess how we can help you reduce your inheritance tax liability.


We will then contact you at a convenient time to discuss your concerns.


Do you have a will?

Yes No


Are any of your assets held in trust?

Yes No



<<< Back | Next >>>

IHT Planning is not regulated by the Financial Services Authority

---pagebreak---

Inheritance Tax Planning - Reduce your exposure now!

Did you know that Inheritance tax now applies to more and more 'ordinary' people than ever before? Sound financial planning combined with an effective will can legally reduce or avoid inheritance tax altogether. Therefore it is essential that you get good financial advice from experts in estate planning to help you reduce your exposure.

If you are worried about inheritance tax, or just want the facts, talk to us.


The information we gather from this form will be used to assess how we can help you reduce your inheritance tax liability.


We will then contact you at a convenient time to discuss your concerns.


Contact Name :

Contact Number :

Best Time to Call?



<<< Back |

IHT Planning is not regulated by the Financial Services Authority

 

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