Williams Wealth Consultancy
Unit C, The Quays
Lincoln, LN1 2XG
Mon – Thur – 8.30am – 5pm
Friday – 8.30am – 4pm
Saturday – Closed
Sunday – Closed
… is a fundamental part of managing your estate and assets.
Getting the right advice and financial planning is important to ensure HM Revenue & Customs isn’t the biggest beneficiary. Inheritance Tax is a tax on the estate (property, money and possessions) of someone who has died. There is normally no inheritance tax on estates valued under £325,000.
There are ways to help plan for inheritance tax including:
The levels and bases of taxation, and reliefs from taxation, can change at any time and are generally dependent on individual circumstances.
* Will writing involves the referral to a service that is separate and distinct to those offered by St. James’s Place. Wills and Trusts are not regulated by the Financial Conduct Authority.