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Will my estate be affected by Inheritance Tax? How much will have to be paid? Answers here...

Video Blog - Inheritance Tax and You

Will my estate be affected by Inheritance Tax?

Inheritance Tax and the latest in our occasional series of video guides presented by our resident Estate Planning Expert, Gina Stanton, answering the questions most often asked by the people we help and the readers of our blog.

This video provides some quick answers to the basic questions many people ask themselves: -

  • Will my estate be affected by Inheritance Tax?
  • How much will have to be paid?
  • How does the new Residence Nil Rate Band work?
  • How does Inheritance Tax affect married couples?
  • What can be done to manage the liability?

If these are questions on your mind, you’re not alone. There is a groundswell of opinion that Inheritance Tax is unfair and unworkable, because it’s double-taxation – tax on assets acquired with already-taxed income – and it’s an insensitive imposition on grieving families.

This video will provide you with a starting point, and from there it’s important to seek proper advice about your individual circumstances, to minimise the impact of this tax on your family.

For more specific guidance on your circumstances, feel free to give us a call on 0151 601 5399, or to get in touch by completing the contact form below.

"We decided to seek advice about estate planning because we wanted to understand how to efficiently protect our assets and pass them safely to our children and grandchildren. We also wanted to put as much help in place for our family as possible, so as to make things as easy as possible for them when the time comes. We liked Gina’s patient and diligent manner in answering our questions and guiding us to the right solutions. Gina explained everything to us with great clarity, making concepts we were unfamiliar with accessible and clear. We particularly liked the fact that Gina came to see us in our own home without our having to make a special request; this is just the way she works. It was so much easier for us to relax and talk freely in the comfort and privacy of our home. Having put the right estate plan in place we feel that we have ticked a big box. This was something we knew we had to get round to. Now it is done and sorted and we don't have to worry about it anymore. We have also gained a clear understanding of the measures that have been put in place and why they are important. "

Matt & Betty R

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