This websites use cookies. By continuing to browse the site you are agreeing to our use of cookies. For more details about cookies and how to manage them, see our cookie policy.

Understanding Inheritance Tax

It is human nature to want to help out the younger generation as they face their first significant financial commitments, whether to put a deposit on a house or help pay off student debts.  However, understanding the balance between managing your own finances and passing on your wealth to your family can be difficult.  In addition, some of our clients are keen to preserve their wealth in order to pay for long-term care.

Gifting property and money to your descendants comes with a complicated set of inheritance tax rules which are subject to change. It can be hard to keep abreast of all the inheritance tax exemptions available and know how these might affect your estate planning. 

Our Approach 

At Absolute Wealth Management our advisers focus on helping families deal with these potentially complicated and awkward situations. We can provide a comprehensive estate plan designed to maintain your retirement lifestyle and to preserve your wealth for the next generation. We can also introduce your to local solicitors to help formalise any arrangements such as setting up trusts and gifting money to family members.

Arrange a free initial no obligation consultation

Or call on 0117 907 1965

 

You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.

41 North View,

Westbury Park,

Bristol BS6 7PY

0117 907 1965

info@absolutewm.co.uk