Inheritance Tax Planning


Inheritance Tax Planning - Independent Financial AdvisorsEveryone is aware of the major fluctuations in the property market. The previous rises in house prices could mean that more people are finding themselves potentially liable for Inheritance Tax.

What is Inheritance Tax Planning?

If you die and your estate is worth more than £325,000 for the tax year 2014/15 Inheritance Tax (IHT) is payable at 40%. Would we be right in saying that you would prefer to leave that to someone you care about instead?

At Aspects Financial we can help you with Inheritance Tax Planning to minimise or avoid any possible payment of Inheritance Tax Planning. You may feel that you have all bases covered already but it is impossible to predict what will happen in the future. An unexpected inheritance from a relative, increase in inflation or increase in house prices could have an impact on the value of your estate.

There are several ways to protect against the effects of Inheritance Tax Planning. The simplest being making a will. It is the first step to making sure your estate is shared out exactly as you want when you die.  For more information please contact us at Aspects Financial where we will be happy to discuss planning ahead to leave more behind.

Give us a call on 028 9131 0342 or drop us an e-mail.


Our Business Partners

We appreciate that you and your business have wide varying needs, not just within our areas of financial planning, so we are delighted to introduce our chosen business partners who we highly recommend in the areas of commercial insurance, commercial finance, and all matters legal.

John McKee - Solicitors

Lockton - Insurance Brokers

Upstream - Working Capital

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