Inheritance Tax Fact Card

INHERITANCE TAX
YOUR MONEY.
IT MATTERS TO YOU,
AND THAT MATTERS TO US
Innovative Financial Management
INHERITANCE TAX
When it comes to having to leave
everything you have worked for to the
ones you love, it is more than likely that
the taxman will be looking for some of it.
After years of rocketing house prices,
many more people have been caught out
by the inheritance tax threshold.
Services at a glance
For example: Mr Jones dies, his estate is worth
£425,000, £100,000 more than the nil rate band
(the value at which IHT is not chargeable) therefore
this amount is taxable at 40%.
Benefits at a glance
Mr Jones has a son and a daughter, the £100,000 is
split as follows:
Son
Daughter
Taxman
•
•
•
•
Analysing tax allowances
Tax-efficient investments
Gifting
Tax planning advice
• Dedicated adviser
• Access to key contacts
• Transparent costs
£30,000
£30,000
£40,000
You don’t want to be savvy all your life just to have
most of what you have saved go to the taxman,
therefore by planning ahead we can ensure that every
penny possible goes to those who matter the most.
The Financial Conduct Authority does not regulate
tax advice.
YOUR MONEY.
IT MATTERS TO YOU,
AND THAT MATTERS TO US
TALK TO US TODAY.
0844 871 8409
Sterling McCall Wealth Management
T: 0844 871 8409, E: [email protected], www.sterlingmccall.co.uk
Head Office:
1 The Cornerstone, Market Place,
Kegworth, Derbyshire, DE74 2EE
Grimsby Office:
2nd Floor Office Suite
140 Victoria Street, Grimsby, DN31 1NX
Sterling McCall Ltd, incorporating
the trading styles Sterling McCall
Wealth Management and Sutcliffe
Solloway Financial Planning is an
appointed representative of
Tavistock Partners Ltd, which is
authorised and regulated by the
Financial Conduct Authority.