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Estate planning

Don’t leave your hard earned money to the taxman!

When you have spent a whole lifetime building up your personal wealth, you want to think that upon your death your estate will pass into the hands of your chosen beneficiaries and not into the hands of the Taxman.

Inheritance tax used to be considered a tax for the very wealthy, but with the recent rise in property values many more estates have come within the Taxman’s reach. With present rates the tax charge could be up to 40% of your estate!

There are a number of ways to reduce the potential tax liability on your estate, but they involve careful planning. The earlier you make the arrangements, the greater your chance of taking full advantage of the tax opportunities available and thereby maximising the amount that goes to your beneficiaries.

Call Freeman Baker Associates to discuss how we can help you preserve as much of your wealth as possible for your chosen beneficiaries – don’t leave it until it’s too late!