Inheritance Tax Mitigation
Preserving your wealth and protecting your loved ones
What will happen to your wealth when you’re gone?
Estate planning (also known as inheritance tax planning) can be defined as passing your estate to loved ones in the most effective way. Even if you consider yourself to be of fairly moderate wealth, you may still need to consider taking action, particularly if you own a property or have savings. While mitigating inheritance tax is one objective, effective estate planning will also consider access to and protection of your assets, provision for vulnerable or minor beneficiaries and more.
Estate planning process is a complex area and one in which mistakes can be made. For this reason it’s important to seek professional financial advice before you make a start.
Contact Sapphire Wealth Ltd today to find out more.