1Planning for inheritance tax

As we all know, tax is one of life’s certainties. What’s more, with around 68% of the population owning their own home, increasing numbers of people are over the current threshold for the payment of Inheritance Tax of £325,000. Inheritance Tax, or IHT, is currently charged at 40% on the value of assets exceeding the nil-rate band. Fortunately, it is possible to minimize your liability to inheritance tax through effective planning.

Adams has a team of experts who are available to guide you through what can be a complex area. We will help you assess the suitability of a range of options such as life time trusts, will trusts and lifetime gifts, and put the necessary arrangements in place.

“We work with a range of financial advisers, accountants and other professionals to provide the best possible service.”


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