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Inheritance Tax Planning

Whilst there has been some relaxation in Inheritance Tax rules in recent years, many families are still unnecessarily caught by this tax. Even those who think they have fairly moderate wealth may still need to consider taking action, particularly if they own property and have savings and pensions.

I can calculate the impact that Inheritance Tax might have on your family's assets in the event of your or your partner's death and can advise on any measures you could take to reduce your Inheritance Tax liability.

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RB Financial is a trading name of Bob Barnett Limited which is an appointed representative of IN Partnership the trading name of The On-Line Partnership Limited which is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 498568

RB Financial, Independent Financial Adviser, Life assurance, Pensions, Mortgages, Corporate, Tax planning, director benefits, employee benefits, benefit trusts, death-in-service benefits, long-term disability insurance, private medical insurance, Keyman insurance, shareholder insurance.