Without Inheritance Tax planning, your beneficiaries could be faced with a significant tax bill when you die. They may even have to sell assets, such as the family home, in order to pay the bill.

With some forward planning you can help ensure that the people you want to benefit from your estate actually do benefit.

There are many approaches to reducing your Inheritance Tax liability, such as using a trust which can works by transferring assets progressively out of your estate.

There are many types of trust, each with slightly different features. Independent Financial Adviser, Richard Higgs will talk through Inheritance Tax rules and how different trusts may be suitable for different situations as part of your estate plan.

Your finances don’t have to feel complicated. We can help you make a plan to give you clarity and confidence to make decisions for your family’s financial future. Click here to watch Richard’s talk.