Inheritance tax and estate planning advice and solutions

Why Evelyn Partners?

We take the time to get to know you and your loved ones as well as your financial situation. This means we provide inheritance tax (IHT) and estate planning advice that is tailored to your individual circumstances.

Our specialists will help you to leave a legacy.

What is inheritance tax?

IHT is a tax which may be payable on your estate if it is valued at over £325,000. This threshold is known as the nil rate band. IHT is charged at 40% and is usually paid by the people (other than your husband, wife or civil partner) who inherit your estate after you die. Tax treatment depends on individual circumstances and is subject to change.

What is estate planning?

Estate planning focuses on passing on your assets – both during your lifetime and after you die – in line with your wishes and in the most tax-efficient manner.

Managing your IHT liability is a large part of estate planning. The earlier you start planning and the better your plans are, the more you can minimise the impact of IHT on your finances.

How we can help

At Evelyn Partners, our estate planning advisers will help to ensure that you have the money you need to live the life you want and to deal with the unexpected. They can give you the confidence to make financial decisions.

Our team will help you and your family with:

• Managing an inheritance tax bill
• Using all available tax allowances
• Calculating a potential IHT bill and your estate value
• Working out how much you can afford to spend or give away
• Passing on your money
• Making charitable gifts
• Using trusts

Book an initial complimentary consultation with us.