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Estate planning - investments.
It's fair to assume that most people won't want HM Revenue & Customs to take a large proportion of their wealth which they hope one day to pass onto their loved ones.
But, during the 2010/2011 tax year, the Government received £2.7 billion* through the payment of Inheritance tax and this figure is likely to increase with the freezing of the Nil Rate Band of £325,000 until 2014/2015*.
*Source: HMRC
OUR TRUST RANGE
Every client has different needs, and it's important to find the right trust and investment vehicle to suit the immediate and long-term requirements of settlors, trustees and beneficiaries. We are confident that our trust range can offer a variety of estate planning solutions:
WISDOM
Our Wisdom website is designed to pass on our unique market wisdom and technical know-how to help you to talk to your clients about tax and estate planning.
The site details our latest technical briefs, our latest client and adviser literature, access to our calculators and so much more.
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