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Inheritance Tax
Planning
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Failing to leave a will can leave your dependents with financial problems and stress that could easily be
avoided. The high value of property today also means that more people are liable to Inheritance
Tax. We can offer advice and help with Inheritance
Tax mitigation.
Not all products/services used in Inheritance Tax Planning are regulated by
the FSA.
Inheritance Tax, Investment Planning and Equity Release Seminars
New dates and venues coming soon
For each venue the morning and evening seminars will predominately cover Inheritance Tax Planning but will also give an insight to Equity Release, whereas the **afternoon seminar will concentrate purely on Equity Release.
Face to Face Finance are
Independent Financial Advisers who have over 25
years experience in helping people in these areas.
One way in which we do this is through specialist
seminars.
If your house, savings and other
worldwide* assets are worth more than £325,000 (tax
year 2009/10), the Tax Man could be one of your
beneficiaries. In fact, he could be the biggest.
Through Inheritance Tax, he will want 40%
of everything above this amount. He will want it
from your children and your other beneficiaries.
This does not have to be the case as the effect of
Inheritance Tax can be easily and greatly reduced.
Most
of our clients pay no Inheritance Tax!
To help with your tax planning and to
prevent the tax man taking the largest share of
your estate, we are happy to share our
considerable knowledge with you, free of charge
and with no obligation.
We shall present
to you some of the solutions which have already
been of benefit to many of our clients, and
explain how you can keep in control of your assets
while saving this voluntary tax along with how to ring fence
money to save old age care costs.
Existing
planning – Even if you feel you are happy with
your present arrangements we have found that on
many occasions clients have felt that attendance
of one of our seminars has raised issues and
provided solutions that they didn’t previously
have knowledge of.
Some of the areas
covered within the seminar; Inheritance Tax
Planning, Wills & Trusts, Old Age Care, Investment
and Equity
Release.
Several people have asked us whether we could run an Equity Release seminar so that they can find out more about the subject.
Even if you have already got an Equity Release scheme in place it's worth coming along as the market has changed so much and we have been able to help many clients reduce their existing Equity Release interest rate.
The seminar will cover many areas amongst which will be:
The different types of Equity Release.
How safe is your house?
What happens if you die?
Can you have a lump sum?
Can you have an income
Why move and downsize when you can release money and stay in your house?
Why you should consult an independent expert.
If any of your friends,
colleagues or relations would also be interested
in these seminars, please extend our invitation to
them. As numbers for these seminars are limited,
please contact us to book places as soon as
possible.
We look forward to
meeting you. In the meantime if you have any
queries, please contact us.
*Assuming you are UK domiciled.
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