Inheritance Tax
Don’t let the taxman get his hands on your hard earned money!
Having worked hard all your life to build your financial portfolio and assets, it’s upsetting to know that 40% of everything over £312,000 if you are single or divorced or £624,000 if you are married, in a civil partnership or widowed could be given back to the Government in inheritance tax (IHT).
Your beneficiaries may have to pay the taxman before they receive a single penny from your estate at a time when they are least able to cope.
Rises in house prices and increasing wealth could well mean that your loved ones may already be liable to pay the IHT before they can inherit what is rightfully theirs. With the right planning through SFS, you can reduce or even eliminate this tax altogether - potentially saving your loved ones thousands of pounds.
At SFS we believe that the use of simple and cost-effective methods of controlling your estate should always be the starting point. There are a number of IHT planning opportunities available and it is important that you seek specialist advice from someone you can trust to find the right solution for you. The rules and regulation surrounding the various ways of mitigating IHT are constantly changing and far from straightforward - although receiving advice from SFS is.
If you feel that you need to seek help with your IHT planning, your first step is to contact us. Simply call our Inheritance Tax Team at our Head Office on 0800 137 832 and they will arrange an appointment for you to meet with one of our advisers.
Click on the following sections for more information:
How Liable Are You - use our calucuator to find out?
Our simple guide will help you find out how Skipton Financial Services could help you to reduce or even eliminate this unnessary tax.
To find out more about any of
the services we’ve mentioned
simply:
- Contact your SFS Financial Adviser
- Call a member of our Client
Help Line on 0800 137 832 - Visit your local Skipton
Building Society branch to
arrange an appointment with
an SFS Adviser
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