We offer expert advice on
Inheritance Tax
Could you pass on Inheritance Tax?
The increase in house values over the last ten years has resulted in more and more people leaving an Inheritance Tax bill for their children on their death.
If you are worth in excess of £325,000 then this could happen to you.
We can help you to reduce or eliminate that possible tax bill.
At Harvest Associates we can help you to reduce or eliminate this problem.
We work alongside solicitors in order to correctly plan for this by the use of trusts and wills.
Our aim is to convert a seemingly complex and worrying situation into a straightforward solution.
(The Financial Conduct Authority does not regulate taxation and trust advice.)
The levels, bases and reliefs from taxation will depend on the individual circumstances of the investor and maybe subject to future change.
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Get in touch
We provide a bespoke service to individuals and businesses on all aspects of financial planning through our team with a wealth of experience in financial services.
We look forward to hearing from you.