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With even modest property ownership sufficient to create
an inheritance tax liability, the need for effective estate
planning has never been more acute.
Care Asset Management are able to identify a
range of
tax mitigation measures to enable clients to
maximise the
value of their estates and minimise the impact of taxation.
These can include:
Schemes to provide an immediate IHT saving whilst still providing a lifetime
income
Facilities to fully eliminate IHT liabilities with immediate effect irrespective of life
expectancy
Arrangements to reduce IHT liabilities without the need to surrender ownership
of the assets
Understanding the options is crucial to making an informed decision.
Care Asset Management can provide a detailed IHT planning report to
co-ordinate all of the issues.
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