Estate Planning
If you have assets over £325,000 (or £650,000 for married couples and civil partners) then you should be concerned about the impact of Inheritance Tax. Our expertise in these matters gives you a viable and practical way to help minimise your tax liability – by carefully structuring your financial affairs so that you’re able to fully benefit from all the exemptions and reliefs to which you’re entitled and using trust planning where it is appropriate.
At Goldstone Wealth we have helped many client’s mitigate their inheritance tax liability over the years in a way that suits their own individual needs and plans during their lifetime. So don’t worry about inheritance tax, take action today and speak to one of our advisers now.
We may recommend investments or trusts, talk to you about lifetime transfers or life assurance plans, clearly explain the benefits and consequences of each different route – and whatever the best solution, you can be sure our proposals will meet your particular requirements as appropriately and effectively as possible.
Goldstone Wealth are committed to helping you to pass on your hard earned wealth to your family, whilst still meeting your own needs during your lifetime, in the most suitable and tax efficient manner. As Independent Financial Advisors, we are able to advise you on your inheritance tax liability and develop plans to avoid inheritance tax altogether or minimize the effect of this tax on your estate.
