Estate and Inheritance Planning

Services

Estate and Inheritance Planning

Estate and inheritance planning tends to eliminate problems over administration and maximises the value of an estate by reducing tax and other expenses, such as:

  • Inheritance tax
  • Corporation tax
  • Income tax
  • Capital gains tax

Beacon Wealth Management Ltd provides you with the specialist financial planning skills needed to allow for, when the time comes, a smooth, tax efficient transition of your wealth.  Whilst in the meantime allowing your hard earned money to benefit your lifestyle, family and business.  We understand you work hard for your money and want to defend your wealth.


Inheritance Tax

Inheritance Tax must be paid if a person’s estate has a value over £325K when they die.  The Inheritance Tax threshold for those who own a family home will increase from April 2017, until it reaches £500K in 2020.

To protect your loved ones you must plan for the future by:

  • Making a Will
  • Checking whether you have an Inheritance Tax Liability
  • Take advantage of exemptions
  • Make gifts out of excess income
  • Identify assets that can be given away free for Capital Gains Tax
  • Take out life cover
  • Look into business property relief
  • Consider making gifts to charity

At Beacon we constantly keep clients updated with regular phone calls, meetings and reports to let them know exactly what is going on.  You can choose how detailed this information is and how regularly you would like us to contact you.  Plans are tailor made and designed around you.  We put our clients first.  Please contact us for more information and advice.

Estate and Inheritance Planning

Ask your specialist for advice.

Estate and Inheritance Planning
Tony Larkins
Managing Director
Email: tlarkins@beaconwealth.co.uk
Tel: 01480 869466

Estate and Inheritance Planning
David Botterill-Scott
Chartered Independent Financial Adviser
Email: pogden@beaconwealth.co.uk
Tel: 01480 869466