Trustee Investments and Inheritance Tax (IHT) mitigation
Inheritance tax reduction can be achieved in a number of ways.
At Century Financial Planning we will work with you to understand YOUR future needs aligned with what you are looking to achieve, whether it be through lifetime gifts now or trust planning on death. Inheritance tax planning requires a balance of future protection for your needs against a reduced tax bill for your beneficiaries.
Examples of how IHT payments can be reduced:
- Lifetime gifts into trust
- Trust planning on death
- Lifetime gifts direct to beneficiaries
- Insure the tax liability
Century Financial Planning are also experienced in providing existing trustees professional advice in relation to the ongoing management of trust assets.
Trust planning and tax advice are not regulated by the FCA.