Inheritance Tax Planning.
Explained in detail.

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A fully managed, low cost online ISA and Pension investment service

What is Inheritance Tax Planning?

Everyone 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.

If you die and your estate is worth more than £325,000 for the tax year 2017/18 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.

What next?

Call us today on 028 9131 0342
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Aspects Financial Ltd UK & Ireland

Meet our team

Our Team Of Independent Financial Advisers & Employee Benefits Consultants

Contact us

Stephen Casey Aspects Financial

Stephen Casey

Managing Director DipPFS, Certs CII (MP&ER), QFA

Elizabeth Moorhead Aspects Financial

Elizabeth Moorhead

Employee Benefit Manager


Owen Armstrong

Independent Financial Adviser DipPFS, Certs CII (MP&ER) EFA


Leanne Campbell

Senior Paraplanner

Aspects Sarah Roy

Sarah Roy

Marketing Assistant

Aspects Ian Black

Ian Black

Independent Financial Adviser DipPFS Cert CII MP EFA

Aspects sharon fallon

Sharon Fallon

Personal Assistant

Heather Taylor

Employee Benefit Assistant

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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.

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