• Financial Framework

A Brief Guide to Inheritance Tax Planning and the investment opportunities you have

Updated: Jan 28

A good number of us can build up quite large amounts of savings throughout our lives. Much of this can be our own pension plans, which we and our employers pay into each and every month.

As our total savings, combined with other tangible assets, increase, so do the tax implications. The tax system in the UK is complicated and it can be difficult to understand how it affects you. It’s far from obvious how to take advantage of the various tax allowances, reliefs and opportunities on offer.

Good tax planning can help you organise everything, so you don’t pay any more tax than you need to, as well as managing your overall financial plan to help avoid significant tax bills later in life.

This guide will show you what you need to consider and provide information on the opportunities available to you and your family. Click here to find out more.

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Important Statement

Financial Framework Wealth & Estate Planning Ltd is authorised and regulated by the Financial Conduct Authority. The Financial Conduct Authority does not regulate will writing, taxation and trust advice. Not all Inheritance Tax Planning solutions are regulated by the Financial Conduct Authority. We are entered on the Financial Services Register No. 843450 at Registered office: 35 Westgate, Huddersfield, HD1 1PA. Registered in England No. 11602026. The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

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