Inheritance Tax
Planning for your loved ones, tax efficiently.
Inheritance tax planning helps your wealth and assets reach the people and causes you choose with minimal inheritance tax consequences.
Your situation is unique. At Pomroy Associates, we take time to understand your circumstances and intentions. With this bespoke knowledge, we suggest tax planning actions to protect your legacy and ensure a smooth transfer of assets.
Understanding inheritance tax
Reducing the tax burden of your estate offers peace of mind to you and your beneficiaries. Our tax experts take time to discuss the implications involved and suggest the most tax-efficient way forward. We’ll reduce your tax burden while keeping your financial affairs fully compliant.
Protecting your loved ones
Inheritance tax planning offers tax-efficient steps for today to protect your wealth and assets in the future. Considerations include:
- Creating tax-efficient trusts.
- Making lifetime gifts
- Structuring your estate to reduce tax obligations
- Ensuring asset transfer is as straightforward as possible
It‘s comforting to know your loved ones are provided for when you die. Part of this process is knowing that your legacy incurs minimum inheritance tax payments.
It’s never too early to prepare.
