Inheritance Tax Planning
Passing on you hard earned wealth to your loved ones is a priority for many. Inter-generational planning is a complex area, and Path has the expertise to help.
Our independent and whole of market approach to Inheritance Tax (IHT) planning ensures we can consider all options available.
Inheritance Tax can be a largely voluntary tax, provided steps are taken to mitigate it early and in an ordered and planned way.
There are many ways to legitimately reduce or remove a potential Inheritance Tax burden and to protect your family wealth from outside influences.
Our planning process
Understanding your generational planning wishes and the makeup of your estate is the priority.
Thereafter we build your planning strategy, mindful of the need to meet your own cost of lifestyle for however long that may be. We will work with other professionals that you employ, such as your solicitor or accountant.
We are always here to help and will be here to support you. Life is full of surprises and priorities can change. Any plan we put in place for you will be flexible enough to adjust to your needs.
Independent advice
Our expert advisers and our whole of market approach means we can consider all available options for your Inheritance Tax and generational planning priorities. An effective estate management plan tends to incorporate a combination of solutions and strategies. Commonly considered options include:
As a truly independent advice firm we will consider all options available to you to make sure you receive expert advice.
Choosing Path also helps our financial wellbeing, allowing us to make smarter and more sustainable choices that may traditionally cost a bit more money. With Path, you can be ethical and financially robust.
– Gordon Barker, Path customer since 2021
Anyone in the UK with an estate valued above £325,000 may be subject to Inheritance Tax upon their death.
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RISK WARNING
As always with investments, your capital is at risk. The value of your investment can go down as well as up, and you may get back less than you invest. This information should not be regarded as financial advice.