Pension advice, Investments, Mortgages, Life Assurance, Auto Enrolment - Glasgow.

Good independent financial advisers can be very hard to find. At Malory Investment Services Limited, we aim to work with you to identify financial solutions that best match your needs.

Inheritance Tax advice

Nobody likes paying more tax than they really have too. It seems that we are taxed on everything and to some respect we are. Income Tax, National Insurance, Value Added Tax, Council Tax, Capital Gains Tax, Inheritance Tax, tax on earnings, tax on interest, tax on dividends the list could go on.

One thing is for sure with all forms of tax, if you do nothing the government will use its considerable powers to make sure a share of your wealth ends up in their coffers.

Although inheritance tax won’t affect you personally, it could be an extra burden for your loved ones when they are grieving.

Our Independent financial advisers have many years experience in inheritance tax planning.  Malory Investment Services can assist you in saving a significant amount of money through proper IHT Planning.  Inheritance Tax, or IHT, is charged at 40% on the value of any assets or part of your estate that are above your Inheritance Tax threshold.

Inheritance Tax is the most avoidable tax of all, but the Revenue still claims over £2bn a year, most of which would not have been payable, if the taxpayer had just taken advice on Inheritance Tax.

There are a number of strategies to avoid Inheritance Tax. Tax gifts can be used for passing large portions of your wealth on to your children and heirs, with no Inheritance Tax liability.

You can also reduce the value of your estate by hundreds of thousands of pounds by simply writing your life insurance in trust. This simple procedure involves completing a form that will remove the value of your life insurance from your estate, thus enabling you to avoid Inheritance Tax on your policy and cut the total value of your estate at the same time.

You can even write your Will in a way that could reduce inheritance tax. By leaving your estate to your beneficiaries in the right amounts, you could protect them from the headaches associated with having to pay an inheritance tax bill. 

To find out more about Inheritance Tax and to get the advice you need, please either call us on 0141 637 6735  or complete our quick enquiry form to the right, and we'll call you straight back.

THE FINANCIAL CONDUCT AUTHORITY DOES NOT REGULATE INHERITANCE TAX PLANNING, TAX & TRUST PLANNING AND WILL WRITING.

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