Wealth Preservation
Estate planning in your language
There has never been a time when Estate Planning has been so important to so many people. With the increase in house prices, many people have found themselves above the current £325,000 individual 'Nil Rate Band' threshold leaving them exposed to a tax liability of 40% of everything they own above this relatively modest level.
At Panacea, we are able to provide you with sound and carefully thought out financial advice on the inheritance you have worked so hard to build up over many years, allowing it to be passed to your children and grand children as tax efficiently as possible.
We would look at your particular personal circumstances and through a variety of financial mechanisms, look to develop a plan designed to maximise the potential of your inheritance.
If you would like a free copy of our IHT Guide click to the image to the right, or to arrange a free, no obligation review on your current inheritance provision please call us free on 0800 634 8208 and ask for Dave Boothman.
Click to download our latest newsletter along with a great selection of useful guides on making the most from your money. |
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