Trusts & Inheritance Tax – The Ultimate Guide
Solve Your Inheritance Tax Issues, Understand Trusts… Instantly
- Understand inheritance tax and the tools to avoid it – understand trusts and how to use them.
- Stop wasting your time going round the internet hunting solutions to your inheritance tax problems.
- Avoid generic, unclear or contradictory answers… which are worthless.
- Get perfect, practical solutions specific to your situation.
Save your sanity. Save hundreds of thousands of pounds: get the perfect answer, tailored to your query – quickly and cost-effectively.
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Keep Your Money in Your Family
Keep the Taxman Away, Legally
Avoid inheritance tax: get answers to your inheritance tax questions.
Avoid Inheritance Tax Easily
There are 425 different ways to save on IHT. Use them for avoiding inheritance tax.
Keep Your Sanity
Save hours and weeks of fruitless searching: get clear inheritance tax guidance.
Avoid Inheritance Tax Confidently
Get your copy of the ultimate inheritance tax guide.
What You Can Expect
Solutions Specific to You
Your family and your financial situation are unique, so, your inheritance tax guidance, and estate planning advice must be laser focused on you.
The solution to every problem depends on its circumstances – the answers to questions on avoiding inheritance tax are only any use if they are based on your circumstances, your aspirations and your intentions.
Therefore, we’ll start with a blank sheet of paper.
In your advice session, we’ll discuss your aspirations for your estate and I outline how you could apply the exemptions, rules, allowances and principles to meet your aspirations for your family’s future financial wellbeing by keeping your inheritance tax bill to as near zero as possible. And, I shall help you understand how the evil of inheritance tax turns a Rolls Royce to a Mini.
I’ll show you how to avoid estate tax, how to keep the evil of inheritance tax away from your family.
Clear Understanding of Your Options
Your advice session will leave you with a clear understanding of the philosophies and principles of estate planning and inheritance tax planning.
You’ll understand how these principles affect your family. Your advice session will leave you with knowledge of the tools you can use to keep your assets safe from HMRC.
You’ll master how to:
- Use trusts – including life interests trusts, interest-in-possession and discretionary trusts – to keep your money and other assets in the family.
- Transfer or give assets before your death to avoid tax (and know the benefits and potential pitfalls of doing this).
- Create a plan provides confidence and security that your money would stay in your family forever.
Clear Plan
You’ll get a clear plan.
You’ll get a report, in crisp clear language that spells out the detail of our advice session, with all your options outlined, and recommendations for the best way to achieve your objective.
You’d get a statement explaining the consequence of each of your options, and, the cost of each option.
Fixed Fee Advice
Fixed fee advice – less than half the cost of your phone. No gimmicks. No nasty surprises.
365-day Money-Back-Guarantee
365-day money-back guarantee. If you’re not satisfied with your advice session and the recommendations to protect your estate, to keep your money in your family, I’ll return your money in full. You’ve a whole year to ask for your money back. No questions asked.
The Ultimate Guide to Inheritance Tax
Get your free copy of the ultimate guide to inheritance tax.
