Inheritance tax

Keeping you in charge of your estate

When you die, your estate – all the property, assets and cash you own – may be subject to inheritance tax. That means the people you want to pass your wealth onto might receive less than you want them to.

However, with long-term and careful planning, you can minimise the amount of inheritance tax charged on your estate. We believe you and your beneficiaries should keep hold of everything you’re entitled to. We’ll take charge of tax processing after you’re gone, too.

We’ll work with you, to create a tailored, easy to understand plan you can continue to come back to for the years to come.

The main trick is to keep the value of your estate below the inheritance tax threshold. We’ll explore distributing your wealth and assets, the benefits of charity donations and how to make full use of nil-rate band transfers.

Life is unpredictable, so when it comes to the treatment of your estate once you’re gone, you shouldn’t delay. Don’t leave your grieving loved ones with a frustrating tax process once you’re gone. Get in touch with RBSCA.