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Effective financial advice for passing on an inheritance

Helping you manage your inheritance tax bill efficiently

Inheritance tax & estate planning - inheritance tax & estate planners

Financial advisers covering
Southampton, Winchester, Chichester and surrounding areas

What we do

By working with an experienced financial adviser, you will understand that effective estate planning isn’t simply about passing on money you leave behind – it’s also about enjoying your life now and ensuring you have enough to live on in retirement.

Passing on your assets effectively, in a tax efficient way

This is why it’s imperative you start the planning process early. The experienced financial advisers at Better Wealth Management will show you how much money you will require, help you to pass on your financial assets in the most effective way, and work with you to reduce or manage an Inheritance Tax bill efficiently and effectively.

How we can help

Looking to get started? Speak to an expert today

Inheritance tax & estate planning - how we do it for you

Like so many areas of personal finance, estate planning can be complex but it is important that you put the right measures in place now to ensure your wishes are respected after you are gone.

If your total assets are over the inheritance tax (IHT) threshold, your family may have to pay up to 40% of the assets you have saved to pass onto your children and grandchildren.

Careful estate planning is necessary if you want to protect your Estate and its assets and safeguard your children’s legacy. Above all, Estate planning protects your family if something happens to you. This is not just for the wealthy and doesn’t have to be complicated. By working with a financial adviser, we’ll simplify the complexity and deliver the best outcome for you.

We’ll look at your assets so that we can help you take the appropriate steps to minimise, and possibly avoid, your Inheritance Tax bill.

Passing on a pension

Pensions can play a major part in inheritance tax & estate planning, as they aren’t included when your Inheritance Tax bill is assessed. By starting the planning process early, if you are able to fund your retirement via other assets, leaving your pension fund intact, you could continuously reduce the size of your taxable estate.

Using trusts to reduce your inheritance tax bill

When it comes to effectively planning your estate, trusts can be used in a wide variety of ways. Assets that are placed into trust don’t form part of your estate thereby reducing your inheritance tax bill. There are various strategies for placing assets into trust so speak to one of our experts today and we will guide you towards the right one for you.

Contact Us

Speak to an expert today
Call 01329 550190