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Inheritance Tax

Inevitably clients tend to treat this as the tax of least priority, but in reality it should be addressed so that 40% of an estate over the current lifetime limit is not payable in tax.

Inevitably clients tend to treat this as the tax of least priority, but in reality it should be addressed so that 40% of an estate over the current lifetime limit is not payable in tax. It is possible to make arrangements during your lifetime to preserve as much of your wealth as possible and timely planning could potentially protect your personal wealth to pass on to your beneficiaries.

As well as being able to maximise lifetime allowances between spouses and inter vivo gifts (where no liability arises on transfers as long as the donor survives for 7 years following the transfer), there is opportunity for other planning which can protect assets (including shares, property and cash) from the inheritance tax exposure on transfer or death.

Qubic Tax Advisory, together with the knowledge and expertise from other firms within the Qubic Network, can advise on a number of inheritance tax planning strategies which take into account the personal circumstances of the relevant individuals. These arrangements require a clear understanding of long term objectives including any succession planning and guidance can be provided to clients in terms of the most effective approach.

For further information on inheritance tax planning solutions, call us or email info@qubictaxadvisory.com.

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Qubic Tax Advisory London Qubic Tax Advisory London Office Location

Floor 17, 30 St Mary Axe
London London EC3A 8BF (map)

Tel: 0207 283 9555

Qubic Tax Advisory Newcastle Qubic Tax Advisory Newcastle upon Tyne Office Location

St Ann's Quay, 118 Quayside
Newcastle upon Tyne Tyne and Wear NE1 3BD (map)

Tel: 0191 232 2001

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