Howard Worth - Financial Advisers
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Inheritance tax planning

When you’ve worked hard during your life, you want the wealth that you’ve created to benefit the people that are important to you when you are no longer around.

The last thing you want is for the taxman to take more of your assets than necessary, particularly as increasing property values create inheritance tax implications for more and more families.

The inheritance planning service at Howard Worth Financial Services in Nantwich, Northwich and throughout Cheshire will help you to structure your financial arrangements so that you can pass on your estate to your beneficiaries in the most inheritance tax-efficient way.

We can explore all aspects of inheritance tax helpful to this type of planning, including exemptions, reliefs and gifts, and whole of life insurance policies, which can help to avoid significant tax bills in the future.

Trusts are also a useful tool for reducing tax liabilities, whether created during your lifetime or by your will, by allowing you to give away assets to chosen beneficiaries in a tax-efficient and controlled way.

By taking a holistic view of your financial circumstances, we can help you take effective estate planning steps that also take into account the need to provide financially for potential changes to the housing, health and care needs of yourself and your partner in later life.

For more information, or to arrange a free, no obligation, initial meeting with Howard Worth Financial Services in Nantwich, Northwich and throughout Cheshire, please contact us.

* Howard Worth Independent Financial Management is a trading name of Howard Worth. Howard Worth is authorised and regulated by the Financial Conduct Authority.
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