Inheritance Tax review and estate planning Gwent : Green & Co

Inheritance Tax review and estate planning

In order to advise clients and their family fully with regard to these issues, we have now developed an Inheritance Tax (IHT) and Care Home Fee review service in conjunction with a firm of solicitors that specialise in this area.

This service has three main stages:

  1. Gathering all the information with regard to assets and liabilities, including descriptions, types of assets, current values and ownership.
  2. Preparing a report which summarises your current estates and identifies the current IHT risk. The report sets out the issues that need to be resolved and solutions that need to be considered.
  3. Meeting with you and the solicitor to go through the report.

This review helps you to decide how best to organise your estate for the benefit of your family and to minimise any tax liabilities. If you would like to discuss this further, please don’t hesitate to contact us.

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