With rising property prices an increasing number of people are becoming liable to inheritance tax, which can have a significant effect on the value of an estate and any legacies or bequests made.
At Rossiter’s Financial, our expertise gives you a viable and practical way to help minimise your tax liability. We will carefully structure your financial affairs to enable you to fully benefit from all the exemptions and reliefs to which you’re entitled.
We may recommend investments or trusts, talk to you about lifetime transfers or life assurance plans, and clearly explain the benefits and consequences of each different route. Whatever the best solution, you can be sure that our proposals will meet your particular requirements as appropriately and effectively as possible, and will be regularly reviewed.
The Financial Conduct Authority does not regulate Inheritance Tax Planning and Trusts.
Should you wish to know more contact us and we’ll be able to help by working together to find the best solution for you.