raeburn christie clark&wallace solicitors & estate agents

Inheritance Tax Planning

Inheritance Tax is usually paid by an estate upon death. A tax charge is applied to the amount of your estate above the nil rate band which is presently £325,000 and the rate of tax payable is currently 40%. Many clients do not realise that their estate would actually have inheritance tax liability or that steps could be taken to help mitigate it.

Our experienced team can help you assess these options which can include gifting, utilising Annual Allowances, appropriate Will writing and the use of Trusts.

Our Financial Services Department can call upon the experience of colleagues within our Private Client Department to ensure that as much of your wealth as possible passes to your beneficiaries rather than the state. We recognise the importance of protecting your wealth and inheritance tax planning is just a part of that. Our dedicated Private Client team can work with you to draft your Will so you have peace of mind knowing those closest to you will benefit as you would wish. For more information on our Private Client services please use the links below.

Useful Links

Wills & Tax Planning

Trusts

Private Client

Your main contacts

Douglas Crombie

Partner

01224 332400

Email

Erlend Flett

Partner

01224 651423

Email

Jennifer A. Burnett

Partner

01358 720777

Email

Jim Guyan

Head of Financial Services

01224 332460

Email

Keith McIntosh

Financial Consultant

01224 332400

Email

Douglas Crombie

Partner

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