Estate Planning

Inheritance tax is paid on the value of your estate when you die. Due to rising house prices, the potential impact of inheritance tax is becoming an increasing concern to people who wish to preserve the maximum value for their children or other beneficiaries.

Through our use of sophisticated cash flow modeling software we are able to identify a client’s potential inheritance tax liability and put in place solutions to minimise or remove this liability on death.

Where also work very closely with your existing legal advisers to establish trusts and other planning solutions that could minimise your inheritance tax bill.

Alternatively we can introduce you to a local solicitor with the required expertise for this type of planning activity.

Call us on 01768 840000 or e-mail info@profilefm.co.uk to request further information or arrange an initial meeting. This first meeting is at our expense and without obligation. We look forward to hearing from you.