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Inheritance Tax Planning 

Inheritance Tax Planning

Inheritance tax is a tax charged at 40% on the value of your estate  when you die if the value of the estate is above the threshold (nil rate band) of £325,000, subject to any exemptions and relief that may be available. Without proper tax planning, many people can end up leaving a substantial tax liability on their death which reduces the value of the estate passing to their chosen beneficiaries. At Simply Complete we can review your financial  position and offer expert advice on  the options available to you

  • Buying & Selling Property
  • Administration of Estates
  • Wills and Lasting Powers of Attorney
  • Inheritance Tax Planning

Contact us today to see how we can help you.

CONTACT US
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phone 01454 550 891 - Fiona Capehorn 07774 965 093 - Simon Vaile
Mon - Fri: 9am - 5pm
phone fiona@stevenson-vaile.co.uk simon@stevenson-vaile.co.uk
phone First Floor, Hawkesbury Stores,
High Street, Hawkesbury Upton,
GL9 1AU
phone 15 High Street,
Wotton Under Edge,
GL12 7DE
  • Home
  • Moving House
  • Who we are
  • What we do
    • Buying & Selling Property
    • Administration of Estates
    • Wills and Lasting Powers of Attorney
    • Inheritance Tax Planning 
  • News & Events
  • Get a Quote
  • Contact us
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