A short explanation of Inheritance Tax and how to plan for it in your tax planning.
At Clinton Kennard Associates we work with multiple generations of the same family and so we understand how important it is that the wealth of a family is carefully managed to ensure it can pass from one generation to another. Part of our approach to financial planning is to consider tax planning, which naturally includes understanding how a client feels about Inheritance Tax. There are many strategies which can be used to help reduce the burden of this tax and we can consider those along with the use of exemptions to help our clients.
The Financial Conduct Authority do not regulate inheritance tax planning.
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