Tel: 01473 636688 | ray.pettitt@galleonwealth.co.uk
Inheritance Tax receipts reach £5.32 billion in 2020/21 Inheritance Tax is a tax on an estate (the property, money and possessions) of someone who’s died.
Organise how much you could leave for the people you care about Inheritance Tax can cost families thousands of pounds but there are various ways
The earlier you put plans in place the more options you may have With careful planning it may be possible to reduce significantly the need
Balancing your plan with other financial priorities is key Making provision for Inheritance Tax needs to be balance the plan with your other financial priorities
Three in five UK adults have not made provision It’s important to make sure that after you die, your assets and possessions go to the