Inheritance tax planning

Inheritance tax

Inheritance tax planning advice and guidance

Working closely with the tax experts at Hawsons Chartered Accountants, we can provide you with specialist inheritance tax planning advice in Sheffield, Doncaster and Northampton.

Inheritance tax was not so long ago something that only affected very wealthy people, but now more and more people are considering inheritance tax planning. For example, you may be thinking about inheritance tax planning if you own a house, have life insurance or have private pension entitlements.

However, inheritance tax planning can be a very complicated area, with the rules, reliefs and allowances often changing, so it is extremely important that you seek proactive advice from inheritance tax planning experts.

Inheritance tax planning – how we can help

Whatever your age or the size of your potential estate our inheritance tax planning experts can advise you on the steps that can be taken to mitigate your inheritance tax liability upon death.

There are a number of different things you can think about doing during your lifetime that will reduce the inheritance tax payable, such as lifetime transfers of assets and tax efficient structuring of wills. With careful and proactive planning now, you mitigate your tax exposure to ensure that your loved ones gain the maximum possible benefit from your assets.

We have a great deal of experience in this area and would be happy to help.

Request a financial review and recommendation

If you would like a financial review and recommendation of your individual situation we will carry out an extensive assessment of your personal financial circumstances and establish your financial planning requirements.

Please click here to request a meeting to discuss your financial review and recommendation.

Request a free initial meeting

The first initial meeting at our cost.

Meetings can be arranged at a place to suit you, be that your office, home or one of our offices in Sheffield, Doncaster and Northampton. Please request your free initial meeting by filing out our online form here or by calling 0114 229 6557.

We strongly believe in regular review meetings to ensure your plans are on track. All charges are agreed upfront to cover the cost of the service you require to avoid any surprises.

Hawsons Wealth Management Ltd is directly authorised and regulated by the Financial Conduct Authority. Hawsons Wealth Management Ltd is entered on the FCA register under reference 586696.

Free initial consultation

Natasha Fathers, Senior Independent Financial Advisors

Natasha Fathers

Director of Hawsons Wealth Management Limited

0114 229 6557

[email protected]