Inheritance Advice

Your hard-earned capital and assets could be taxed again, on the total value of an estate above £325,000 per individual. The tax-free allowance, that can be passed on tax-free, is called the 'nil-rate band'.  Anything you leave in excess of this band is taxed at 40%.

From April 2017 there was is also a transferable main residence allowance.  Starting at £100,000 per person it will increase to £175,000 by 2020/21 – it currently stands at £150,000.  Taking into account the main nil-rate band of £325,000, this means an individual's overall IHT allowance will be £500,000 by 2020/21.

Estate planning could reduce and sometimes even eliminate inheritance tax, leaving more money to your family, friends and charitable causes, rather than the taxman.

We can give you expert advice on gifting, trust funds and tax-efficient wills, allowing you to feel more confident that your loved ones will benefit fully.

Some aspects of Inheritance Tax Planning are not regulated by the Financial Conduct Authority.


About Us

We are a firm of highly experienced independent financial advisers based in Leamington Spa. Our core values are simple - integrity and professionalism - and have seen our business grow mainly through customer referrals and reputation.

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Beaufort Wealth Management Ltd,
7B Tournament Court,
Tournament Field
CV34 6LG
01926 460156

Beaufort Wealth Management Limited is an appointed representative of The Tavistock Partnership Ltd, which is authorised and regulated by the Financial Conduct Authority. FCA No: 469862. Decisions should not be taken based solely on the content of the website and individual advice should be sought first. Regulations, levels and bases of taxation are subject to change and individual circumstances. The information contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK. No responsibility is accepted for the accuracy or content of external websites.