Reduce my Inheritance Tax bill
Inheritance Tax can take a significant bite out of the wealth you’ve spent a lifetime building. Here’s how our expert team can help you protect what matters most and pass it on as you’d wish.
Smart planning today protects your loved ones tomorrow
For many people, Inheritance Tax feels like a distant concern – something to worry about later. The truth is, the earlier you plan, the more options you have. With the current Inheritance Tax threshold frozen until 2030 and the value of estates rising, more families than ever are finding themselves caught in the net. And from April 2027, the rules are changing further: unused pension funds will form part of your estate for Inheritance Tax purposes, potentially adding a significant and unexpected tax bill for your loved ones.
The good news is that, with the right advice, there’s plenty that can be done. At Suttons, our Chartered financial planners will help you understand your position clearly, identify the strategies available to you, and put a plan in place that protects as much of your wealth as possible for the people who matter most.
I’m not sure what my tax position is
Many people are surprised to discover that their estate may be liable for Inheritance Tax, especially as property values have risen sharply in recent years. We’ll help you understand exactly where you stand, what your potential liability could be, and what steps you can take to reduce it.
I want to pass on my pension tax-efficiently
From April 2027, unused pension funds will form part of your estate for Inheritance Tax purposes, a significant change that could affect many families. We’ll help you understand what this means for you, and identify the most effective ways to plan ahead of the changes taking effect.
I’m keen to protect my estate for my family
Whether it’s making use of gifting allowances, setting up trusts, or restructuring how your assets are held, there are more options available than many people realise. We’ll work with you to build a clear, considered plan that protects as much of your estate as possible for those you love.
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Chartered Financial Planners
