A key aim of our planning with clients who wish to consider Inheritance Tax Planning, is to minimise the impact of IHT so they can pass as much of their wealth on to their loved ones and chosen beneficiaries, whilst not impacting upon their own standard of living. This area of planning offers the opportunity also for clients to have control over where and to whom their wealth is passed.
 
Again, every strategy is developed according to the clients specific circumstances and requests. Our advisers will consider all applicable options to provide a solution that meets with the clients objectives, but most importantly remembering that maintaining the clients standard of living is the first priority and reducing the estates tax liability is the second.
 
Our advisers work with our clients and their families, to explain the processes involved with inheritance tax and estate planning, to ensure at a difficult time, the clients intentions are carried out in accordance to their wishes.


 

TAX PLANNING IS NOT REGULATED BY THE FINANCIAL CONDUCT AUTHORITY.

Allen Charlton Wealth Management Ltd is an appointed representative of TenetConnect Limited, which is authorised and regulated by the Financial Conduct Authority.

Allen Charlton Wealth Management Ltd is entered on the Financial Services Register (www.fca.org.uk/register) under reference 586054.

Registered in England and Wales under reference 8141709.

Registered office address

Allen Charlton Wealth Management Ltd
King Business Centre
Reeds Lane
Sayers Common
West Sussex
BN6 9LS
Tel : 01273 833 131
Fax : 01273 832 388