If your assets are worth more than the current “nil rate band”, a large chunk of your estate could end up with the Chancellor through inheritance tax.
We have many solutions for inheritance tax issues, ranging from the use of offshore bonds and trusts to simple life assurance products.
Basic estate planning can be as simple as making a will (or updating an existing one).
Planning to reduce and/or mitigate your estate’s liability to inheritance tax is another important aspect. There are many ways to achieve this, but it's important to get proper financial & legal advice to ensure that as much of your estate as possible ends up with your intended beneficiaries.
Tips for Successful Estate Planning
3. Lifetime Gifts
4. Deed of Variation
La Playa’s intelligent approach to financial services is founded on absolute integrity, an in-depth understanding of our clients, a high calibre team of advisers and a commitment to excellence in service.
Investing with Intelligence
Together with our sister company La Playa Ltd, we offer a joined-up approach, with insurance and other financial services all under one roof.
Get in touch - our initial consultation is free, and it could be the best move you make this year.