The Business Exchange Bath & Somerset Issue 14: Winter 2019 | Page 21

I s InherItance tax posIng a threat to your estate ? While most people are aware of Inheritance Tax, many continue to ignore the issue and overlook their potential liability; in doing so, collectively gifting to HM Revenue and Customs several billions of pounds each year. We can help create and implement highly effective strategies aimed at reducing your estate’s Inheritance Tax liability. Contact us for further information. The levels and bases of taxation, and reliefs from taxation, can change at any time and are dependent on individual circumstances. 01225 300 281 | [email protected] www.mckenzieandco.co.uk The Partner Practice is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. McKenzie & Co Financial Consultants is a trading name of McKenzie Wealth Management Ltd. H2SJP33620 11/19