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Inheritance Tax Planning

Do you want to explore ways to potentially reduce IHT?

Questions you may have

  1. Do you know the total value of your estate?
  2. Will you benefit from the Residence Nil Rate Band?
  3. Is your estate worth over £325,000 or £650,000 if you are married or in a Civil Partnership?
  4. Would you like to look at ways of reducing the impact of Inheritance Tax?
  5. Have you made any gifts that could impact future planning?
  6. If you were to die, would the Chancellor receive as much of your estate as each of your children?
More information

Questions you may have

  1. Do you know the total value of your estate?
  2. Will you benefit from the Residence Nil Rate Band?
  3. Is your estate worth over £325,000 or £650,000 if you are married or in a Civil Partnership?
  4. Would you like to look at ways of reducing the impact of Inheritance Tax?
  5. Have you made any gifts that could impact future planning?
  6. If you were to die, would the Chancellor receive as much of your estate as each of your children?
More information

Contact Us

Address
enquiries@equitasfinancial.net 
36 Mannamead Road
Plymouth
PL4 7AF

T: 01752 221188

Equitas Financial (UK) Ltd is registered in England and Wales no. 8305878. Registered office, C/O David Pinder & Co, 23 Lockyer Street, Plymouth PL1 2QZ.

Authorised and regulated by the Financial Conduct Authority. Equitas Financial (UK) Ltd is entered on the Financial Services Register https://register.fca.org.uk/ under reference 615273.

The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK

If you wish to register a complaint, please write to enquiries@equitasfinancial.net or telephone 01752 221188.

A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.

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