Inheritance Tax - are you liable?
Park Lane has specific expertise in helping people whose estates exceed £325,000 to avoid the 40% Inheritance Tax. Many people want to help their beneficiaries by giving them their inheritance early to avoid the tax burden, but are concerned that they may need to draw on their capital later in life. There are other options.
To help you preserve your estate for your loved ones, there are tried and tested solutions which have these key benefits:
- You can still give money away to reduce your estate
- You can still take an income from the money
- You retain complete control over your investment
- Click Here to see which solution will best suit you
If this sounds like you, you could benefit from a consultation with a Park Lane advisor, who will build a tailored Inheritance Tax solution that meets your needs. Find out how to escape losing 40% of your hard-earned wealth today by contacting John Kelly on 020 8649 8889 john@parklanefinancial.co.uk.
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Client Description
|
General Solution* |
|---|---|
| Surplus income, cannot give away assets |
Whole of life insurance, in trust |
| Over 60 with no spare assets, needs an income | Equity release combined with either reserved interest trust |
| Financial assets, requires a predictable income, does not need capital |
Reserved interest trust
|
| Financial assets, no income needs, does not need capital |
Outright gift |
*Note: these represent the most common types of client and solution only; Park Lane can build solutions to suit a wide range of client situations.