Inheritance tax planning locations

LG Embrey are independent financial advisers under pi financial ltd, authorised and regulated by the Financial Conduct Authority. To discuss IHT planning or any financial planning requirements, call 01743 382002 or fill in the contact form below.

Financial Services Shrewsbury

Shrewsbury.

Did you know?

You can gift your house to your child to avoid paying IHT? But it’s not as straightforward as you’d expect. Your best bet is to get professional financial advice and discuss your particular circumstances.

Learn more about inheritance tax planning in Shrewsbury

Wilmslow.

Did you know?

The residence nil rate band has increased by over £75,000 since 2017. But this rate has a special set of requirements in order for you to take advantage of it.

Learn more about inheritance tax planning in Wilmslow

Bicton Heath.

Did you know?

How you can reduce or avoid paying IHT is an ever-evolving field. As IHT professionals we’re up-to-date with the latest laws and regulations around Inheritance Tax Planning and can help you make the most of your assets, now and in the future.

Learn more about inheritance tax planning in Bicton Heath

Bayston Hill.

Did you know?

The standard rate for inheritance tax is 40% but this can be reduced to 36% if 10% or more is gifted to charity. We can help with your IHT calculations so you can make the most of your wealth.

Learn more about inheritance tax planning in Bayston Hill

Uffington.

Did you know?

The IHT threshold for individuals is £325,000, rising to £650,000 for married couples and civil partnerships. There are ways to keep the £650,000 rate if you’re widowed but it requires specialist planning to do so.

Learn more about inheritance tax planning in Uffington

Much Wenlock.

Did you know?

The best time to get involved with inheritance tax planning is sooner rather than later. As experienced inheritance tax planners, we’ve come across many situations where greater savings can be made by keeping ahead of the financial market.

Learn more about inheritance tax planning in Much Wenlock

Church Stretton.

Did you know?

It’s not just your home and finances that can be affected by IHT. Jewellery, jointly shared assets, cars and shares are also affected. By speaking with an independent financial adviser we can help you work out your total asset value.

Learn more about inheritance tax planning in Church Stretton

Ludlow.

Did you know?

If your wealth is tied in up property you can take out an equity release scheme, this only really works though when you don’t need to access cash from your property for yourself.

Learn more about inheritance tax planning in Ludlow

Whitchurch.

Did you know?

A deed of variation allows heirs to alter your will after you pass away, just as long as it’s within two years of death. All beneficiaries under the will must agree to the variation.

Learn more about inheritance tax planning in Whitchurch

Oswestry.

Did you know?

Gifts are subject to IHT for seven years from the date which they were gifted. So it makes financial sense to start thinking ahead now for your families future.

Learn more about inheritance tax planning in Oswestry

Market Drayton.

Did you know?

Your heirs must pay inheritance tax by the end of the sixth month after you pass away. To make a payment you’ll need an inheritance tax reference number from HMRC.

Learn more about inheritance tax planning in Market Drayton

Ellesmere.

Did you know?

Gifts are subject to IHT for seven years from the date which they were gifted. So it makes financial sense to start thinking ahead now for your families future.

Learn more about inheritance tax planning in Ellesmere

Bridgnorth.

Did you know?

Trusts can be a useful way of managing your IHT bill and help keep some element of control over what happens to your assets when you pass away.

Learn more about inheritance tax planning in Bridgnorth

Knutsford.

Did you know?

Gifts are subject to IHT for seven years from the date which they were gifted. So it makes financial sense to start thinking ahead now for your families future.

Learn more about inheritance tax planning in Knutsford

Arrange a personal consultation.

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