Privacy & Cookies | Terms & Conditions


About Us  |   Our Approach  |  Testimonials  |   Our Blog  |   Contact Us

t: 01793 852024

e: enquiries@cartermoore.co.uk


Inheritance Tax Planning

Planning ahead for when you die allows you to set out clearly who should get what from your estate. Also, you can maximise Inheritance Tax reliefs and exemptions if your estate might be worth more than the Inheritance Tax threshold.

Making a will and being sure people know where to find it is the first step to making sure that your estate is shared out exactly as you want it to be when you die.

If you do not leave a will, your estate will be shared out among your next of kin according to a strict order of priority called the 'rules of intestacy'. This means that people you want to benefit from you estate- such as a partner you are not married to or in a registered civil partnership with - might get nothing. The rules are different in Scotland.

It is important to be aware of all inheritance tax exemptions when planning for Inheritance Tax.

For further information or advice on inheritance tax planning please contact us on 01793 852024 or email us.

The value of investments, and the income from them, can fall as well as rise, and you may not get back the full amount you invest.



Some aspects of inheritance tax planning are not regulated by the Financial Conduct Authority.

If you are interested in mortgages, protection or equity release please click here to go to Carter Moore LLP.







Quick Links


HOME
ABOUT US
OUR APPROACH
INVESTMENTS
PENSIONS
TAX PLANNING
FINANCIAL NEWS
FINANCIAL CALCULATORS
CONTACT US

Contact Us


19 Old Court
Royal Wootton Bassett
Wiltshire
SN4 8QY

T: 01793 852024
E: enquiries@cartermoore.co.uk

Carter Moore Financial Advice & Wealth Management Ltd Registered Company Number: 8441390

Privacy Policy | Terms & Conditions | Cookies | About Us | Contact Us | Blog

© Carter Moore 2022.

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk

Carter Moore Financial Advice & Wealth Management Ltd FCA No. 600447 is an appointed representative of Julian Harris Financial Consultants FCA No.153566, which is authorised and regulated by the Financial Conduct Authority. Carter Moore Financial Advice & Wealth Management Ltd. Company Registered No: 8441390. Registered in England. Registered Address: 19 Old Court, Royal Wootton Bassett, Wiltshire, SN4 8QY

The material on the site is the copyright material of Carter Moore. You may not copy, reproduce, republish, disassemble, decompile, reverse engineer, download, post, broadcast, transmit, make available to the public, or otherwise use Carter Moore content in any way except for your own personal, non-commercial use. This includes but is not limited to all individual fund manager data such as rankings of fund managers and ratings of fund managers. Carter Moore does not accept any liability for your reliance upon, or any errors or omissions. Any other use of Carter Moore content requires the prior written permission of Carter Moore.

The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.

The performance of your investments is subject to risk(s). Its performance may fluctuate based on movements in the market and economic condition(s). Capital at risk. Currency movements may also affect the value of investments. You may get back less than you originally invested. Past performance is not a reliable indicator of the future performance. Tax treatment is based on individual's unique circumstances

Website Design by Goldmine Media.