The Inheritance Tax Advisory

“Inheritance tax is now a tax on the thrift and financial independence of ordinary working people.”
Miles Templeman, Institute of Directors, Director General

Is you voice being heard?

Join us today and ensure it is!

Helping bssa members reduce the impact of Inheritance Tax

Inheritance Tax is charged at 40% on all assets* over the current £300,000 threshold - including a person's home and their savings.

With property prices continuing to rise, the potential cost of Inheritance Tax to your family and dependents could also be ever-increasing.

*For example, if your house is worth £300,000 and your savings and other assets are worth £100,000, the Chancellor could take £40,000 of what was intended for your family.

Assets included are: property, life assurance policies, PEPs, ISAs, pensions, cars, jewellery, works of art, antiques, furniture, clocks, cameras, even personalised number plates.

The Inheritance Tax Advisory Service can help and, with the right advice, you can reduce and may even eliminate any potential Inheritance Tax liability.

To find out more, and for a free initial consultation with no commitment, contact us today on 01202 201 271, or email us at: info@thepensionconsultancy.co.uk.

The Inheritance Tax Advisory Service is a trading name of The Pension Consultancy Ltd which is authorised and regulated by the Financial Services Authority. Registered Office: Seckloe House, 101 North 13th Street, Milton Keynes, MK9 3NX. Registered in England No: 05389048