Inheritance
Inheritance Tax
Tax could
could pose
pose a a
threat
threat to
to your
your prosperity...
prosperity...
hile most people are aware of the existence of Inheritance Tax (IHT), it is a subject which gives rise to
W
most or people
aware and
of the
existence
of Inheritance
Tax rather
(IHT), delay
it is consideration
a subject which
gives matter.
rise to
W
some hile
distaste
lack of are interest
many,
not surprisingly,
would
of the
some distaste or lack of interest and many, not surprisingly, would rather delay consideration of the matter.
So few people do anything about their potential IHT liability, the result is that HM Revenue & Customs (HMRC)
So few people
do £4.7
anything
about
their potential
IHT liability,
the result & is Customs,
that HM 29
Revenue
& Customs (HMRC)
collected
around
billion
in 2015/16
alone (source:
HM Revenue
July 2016).
collected around £4.7 billion in 2015/16 alone (source: HM Revenue & Customs, 29 July 2016).
I can create and implement highly effective tax-minimisation strategies, with a particular emphasis on reducing
I can estate’s
create and
implement
highly Tax.
effective tax-minimisation strategies, with a particular emphasis on reducing
your
liability
to Inheritance
your estate’s liability to Inheritance Tax.
The levels and bases of taxation and reliefs from taxation can change at any time and are dependent on
The levels circumstances.
and bases of taxation and reliefs from taxation can change at any time and are dependent on
individual
individual circumstances.
For further information, or to request your complimentary guide to Inheritance Tax, contact:
For further information, or to request your complimentary guide to Inheritance Tax, contact:
MICHAEL
EDWARDS
WILF
BURNS
MICHAEL
EDWARDS
Associate
Partner
Partner
Partner
Tel: 01234 567890
Tel: 0151 224 8700
Email:
[email protected]
Tel: 01234
567890
Email: [email protected]
Web:
Web: www.wilfburns.co.uk
Email: www.michealedwards.co.uk
[email protected]
Web: www.michealedwards.co.uk
WINNER
WINNER
PARTNERS IN MANAGING YOUR WEALTH
PARTNERS IN MANAGING YOUR WEALTH
The Partner 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 Partner represents only St. James’s
Place
Wealth is Management
(which
and James’s
regulated
by representatives.
the Financial Conduct Authority) for the purpose of
The title
‘Partner’
the marketing plc term
used is to authorised
describe St.
Place
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 title ‘Partner’ is the marketing term used to describe St. James’s Place representatives.