Will You Leave Behind An Inheritance Tax Problem?

Inheritance Tax Sutton ColdfieldAs Financial Advisers we help our clients with their financial planning for the whole of their lives and for what happens after they have passed away.  Many people are going to have a problem with Inheritance Tax, or rather their beneficiaries are, when they die. Unless they take action now to address this.

Our Financial Advisers who provide financial advice local to Sutton Coldfield and across the area, help our clients with their Inheritance Tax planning.  There are many options to consider.  One is to take out a life insurance policy which can provide a sum of money to pay all or part of your Inheritance tax bill.  See the example on our Inheritance Tax Planning page.

Tax Planning and Inheritance Tax Planning is not regulated by the FCA.

Tax treatment varies according to individual circumstances and is subject to change.

Talk to your Financial Adviser about Inheritance Tax Planning or make an appointment through our Client Liaison Team on 0121 323 2070 or clientliaison@fouroaksfs.com.