Trust -IHT

Trust and IHT Planning

 

We find that people get very upset at the prospect of paying 40% inheritance tax on a proportion of their assets after they die. Unfortunately, often because of the fear of the possibility of needing nursing care, most people are not sufficiently confident in their own future needs to gift capital while they are alive in order to mitigate the liability. By considering future cashflow and making judicious use of trusts and investment vehicles we can help you to reduce your potential liability without losing total control of your assets.

Davenport Financial Management Ltd is authorised and regulated by the Financial Conduct Authority