Help with Inheritance Tax?

You work hard all your life, pay your taxes on every penny that you earn and then on your death your beneficiaries pay a further 40% (based on current rates) tax charge on your hard earned assets (on any amount above the current 'nil rate band' allowance, contact us for further details).

Hardly a fair system, is it?

The good news is that we can help! Inheritance tax is a purely voluntary tax in so far as with the correct financial planning you can quite legitimately help your beneficiaries to avoid paying this tax charge, and therefore ensure that your estate is passed on intact.

As Lord Jenkins said "Inheritance Tax is a voluntary tax, paid by those who distrust their heirs more than they dislike the Inland Revenue!"

Please contact Donald Asset Management on 0121 308 8034/5 to discuss your Inheritance Tax planning requirements in greater detail.