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Download Useful Inheritance Tax Planning Tools
View Our Example Analysis
Where there's a will...
Currently inheritance tax is charged at a flat rate of 40% on the value of your estate including assets owned jointly in excess of the nil-rate band (in 2009/10 this is £325,000). However, there are plenty of ways to reduce your tax exposure through proper advice and planning. Whether you need a will (a good place to start), or other advice on inheritance tax planning, we would be delighted to help you. Please contact us.
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