At Paragon, Our specialist tax team can assist you with Inheritance Tax planning, either as part of an overall tax planning strategy, or purely to help you plan how to pass on your wealth so your loved ones can make the most out of your assets, wealth and property.
Inheritance Tax Planning is vital if you are looking to reduce the tax bill on your estate to help maximise the inheritance your loved ones will receive.
Inheritance Tax becomes applicable when someone dies leaving an estate (property, savings, possessions) of £325,000 or more to be passed on to loved ones. The Inheritance Tax is applied at 40% of anything over the £325,000 if you died before making any will or probate.
At Paragon, Our expert tax team can review your current situation and put in place a comprehensive Inheritance Tax strategy. We can also liaise with our trusted specialist partners, including lawyers and independent financial advisors to ensure you are covered for every eventuality.
Schedule a free consultation to find out how Paragon can assist you further with inheritance tax advice, whether you’re a business or an individual.
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