Inheritance Tax
Could you pass on Inheritance Tax?
The increase in house values over the last ten years has resulted in more and more people leaving an Inheritance Tax bill for their children on their death.
If you are worth in excess of £325,000 then this could happen to you.
We can help you to reduce or eliminate that possible tax bill
At Woodall Wealth Management we can help you to reduce or eliminate this problem.
We work alongside solicitors in order to correctly plan for this by the use of trusts and wills.
Our aim is to convert a seemingly complex and worrying situation into a straightforward solution.
(The Financial Conduct Authority does not regulate taxation and trust advice.)
The levels, bases and reliefs from taxation will depend on the individual circumstances of the investor and maybe subject to future change.
Lee is extremely proud to be credited with the Financial Planner Charter.
A Royal Charter mark is universally recognised as a hallmark of quality and excellence. It's an indication of merit, capability and ethical practice. With that comes trust and confidence.
VouchedFor Advisers are checked more thoroughly than any other.
VouchedFor check every adviser is authorised by the appropriate governing body, and confirm key details such as their fees and qualifications.
“As independent advisers we act solely in the best interests of our client at all times”
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