• Rachael Panteney

Would your loved ones have to pay Inheritance Tax if you died?

If the value is over the Nil Rate Band Threshold of £325,000 then they might.


And with everything over that amount being charged Inheritance Tax at 40% that bill can soon look hefty.


Taking proper estate planning advice is crucial to safeguard your estate against potential, yet avoidable losses to the taxman.


Get in touch to book a meeting - an initial appointment is free of charge and we can assess your circumstances and if necessary, give you advice on the appropriate action you need to take.


We'd love to hear from you. For more in depth information, please contact us or call Rachael on 01323 436680 and book a FREE initial consultation today.


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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