"In this world, nothing can be said to be certain, except death and taxes."

Benjamin Franklin

Death certainly but Savant’s team of experienced advisors are able to offer professional advice about methods to mitigate Inheritance Tax!

Passing our hard-earned wealth to loved ones often forms a big part of our ambitions. The right forward planning can help you maximise your heirs’ inheritance by minimising their inheritance tax liabilities. We can help you put the right structures in place.

What is inheritance tax?

Inheritance Tax is a Government duty payable after death if the value of your estate (including property, possessions, money and investments) is above the threshold in place at the time.

It is essential to plan ahead to effectively manage your estate to benefit fully from allowable exemptions. HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.

As property prices have risen over the years, many people do not appreciate that they may now fall into the IHT bracket. To find out if you might be liable view the current threshold levels at the HMRC website.

At Savant we will help you understand the implications of IHT and look at different ways to mitigate your liability.

It is essential to plan ahead to effectively manage your estate to benefit fully from allowable exemptions.

Our Approach

Within Savant we have established individuals with the experience, expertise and knowledge that allow us to address, analyse and create solutions for the needs of all our clients.

Together with our passion to add value in a real and tangible manner demonstrates our desire to always put our client’s interests first and underpins our culture of treating customers fairly in everything we seek to do.

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