• Rachael Panteney

What is your legacy?

What do you want to leave to your loved ones?

You tell us what you want to leave to whom. We'll look at your current situation, assets and lifestyle, and let you know how you can avoid paying your estate paying too much tax.


Inheritance Tax isn’t just a concern for the very wealthy.

The current inheritance tax (IHT) threshold is £325,000 per person. It doubles to £650,000 for a married couple - as long as the first person to die leaves their entire estate to their partner. Anything over this limit is subject to a 40% tax bill.


Last year Inheritance Tax brought in a record £5.2 billion for the UK Government. Lots of ordinary people with fairly normal financial situations can get caught out with this tax, leaving children and relatives in difficult positions.


We’ll also make you aware of how outside forces, such as paying for your own care, could impact you.

You might decide to spend or gift what you have, but either way, let us help you plan the most tax efficient way of dealing with your estate.


IHT Planning is not regulated by the Financial Conduct Authority.



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Willow Tree Financial Services.

A6 Chaucer Business Park,

Dittons Road, Polegate.

East Sussex, UK.

BN26 6QH

01323 436680

rachael@willowtree-fs.co.uk

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested. Your home may be repossessed if you do not keep up repayments on your mortgage. 
 

The Financial Conduct Authority does not regulate Will Writing & Estate Planning.

Willow Tree Financial Services is a trading style of Rachael Panteney, an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited, which are authorised and regulated by the Financial Conduct Authority.

The information and content within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.

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