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Inheritance Tax Planning

When you die, you are allowed to leave behind an estate valued at up to £325,000 without your beneficiaries paying tax on it. Anything above this amount is subject to Inheritance Tax (IHT) of 40%.

Ensuring you have a wealth management strategy in place is one important way of making sure you don’t end up leaving much of your estate to the taxman!

Innes Reid are Chartered Financial Planners and are able to dovetail our expertise in financial planning with specialist tax and Trust knowledge to provide advice which can reduce or eliminate the amount of tax due on your estate.

We work with, and are supported by, leading solicitors and accountants to provide additional expertise where necessary, and hold regular seminars on IHT with such firms – we can also advise you on what to include in your Will.

The Financial Ombudsman Service (FOS) is an agency for arbitrating of unresolved complaints
between regulated firms and their clients. Further details of the FOS can be found on its website:
www.financial-ombudsman.org.uk