Whenever someone dies, the value of their Estate potentially becomes liable for IHT. If you are domiciled in the UK, your Estate includes everything you own – including your home and certain trusts in which you may have an interest.

Many people think it is deeply unfair that the Estate they have worked so hard to build up can potentially be subject to a 40% tax charge.

Fortunately, there are many exemptions that can help mitigate the tax payable. Regrettably, many families fail to take full advantage of what is on offer.

Speak to us abut how you can utilise these exemptions and use the available allowances to reduce or mitigate any potential IHT charge.

Allan Kinnaird DipFA
Independent Financial Advisor
DD: 0141 212 4592
Email: allan.kinnaird@kelvinsmithfp.co.uk

Jackie Fowler Chartered MCSI MLIBF
Independent Financial Advisor
DD: 0141 212 4583
Email: jackie.fowler@kelvinsmithfp.co.uk