Estate Planning & Inheritance Tax

These days, contrary to what most people think, Inheritance Tax is not only paid by the rich. Inheritance Tax is levied at a fixed rate of 40% on the value of an estate above £325,000 (for the 2016/2017 Tax Year). If you would like to see your family and friends benefit from the wealth you have worked hard to acquire, rather than pass on 40% to the taxman, then it makes sense to make plans to reduce your Inheritance Tax liability.
There are ways of mitigating your liability to Inheritance Tax, including:

  • Annual & Small Gift Exemptions
  • Will Planning
  • Trust Plans
  • Life Assurance


Get In Touch

Please complete our enquiry form, or contact us using the details at the bottom of this page.

Wyatt Morris Golland Ltd

Park House
200 Drake Street
OL16 1PJ

Tel:01706 655117
Or: 01706 646976
M-F: 9am-5pm

ICAEW Chartered Accountants