Inheritance Tax

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.

Inheritance Tax

Inheritance Tax

A short explanation of Inheritance Tax and how to plan for it in your tax planning.

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What do our clients say about us?

Kevin Kennard completely understood what I wanted to achieve and managed the entire process for me carefully, thoroughly and efficiently. The advice received has and still does meet my objectives and as and when I require more information or additional investments CK are there to sort it out out for me.

Sandra Boggan