| Inheritance
Many people work all of their lives only to end up giving a large proportion of their estate away in Tax.
With house prices increasing dramatically over the last 20 years, it is possible that your estate now exceeds the nil rate band for inheritance tax, meaning that your estate will potentially have to pay 40% tax on the excess on your death.
With careful planning, it is possible to reduce or remove completely any liability your estate may have for inheritance tax.
Therefore if:
- you are you concerned what will happen to your estate upon your death
- you have not made a Will
- would you like to gift monies to grandchildren or set up a Life Insurance Trust for beneficiaries
- you are concerned about what would happen if you required long term care or how you would pay nursing home fees
Mike Oliver Associates can provide you with the appropriate advice and guidance to help safeguard your estate for your family, and ensure your wishes are taken care of.
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Mike Oliver Associates is an appointed representative of Sesame Ltd which is authorised and regulated by the Financial Services Authority. Sesame is entered on the FSA register (www.fsa.gov.uk/register/) under reference 150427.
For advice on any of the above, Contact
Us now.
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