Thinking ahead is vital if you want to limit the amount of tax your loved ones and dependents have to pay in the event of your death.
Everything you own, from your home to your pension and life insurance policies, savings and investments are all calculated in your beneficiaries’ inheritance tax liability, which, without careful planning, can result in a large bill for your dependents.
Our team can advise you on how best to safeguard your beneficiaries’ inheritance. We have specialist knowledge of inheritance tax regulation and ways you can safeguard your beneficiaries’ inheritance.
HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.
Investment Health Check
We’re all working hard to secure our future. But are your pensions and investments working as hard as you are?
Salisbury House Wealth benchmark our client’s funds against the best in the market. We can do this for you too, we’ll need some basic information and 5 minutes of your time.
Don’t leave your future to chance, take our free, no obligation investment health check today.