Thinking about what happens once we are gone is hard, but we must plan in advance to ensure our loved ones are in the best position possible.

Inheritance tax is a tax on the estate, inherited by your loved ones once you’re gone. Though you will not have to pay this tax directly yourself, it could be a large amount of what your beneficiary receives! Therefore, we want to reduce this bill as much as possible and the best way to do this is by having a comprehensive plan.

In our latest guide, we’ll highlight some areas to consider.

You can download the full guide here

For more information, please see our latest guide. Our guide gives helpful guidance on:

  • Fail to plan is planning to fail
  • What happens to your estate?
  • How your pension can help
  • Getting some expert help

You can download the full guide here

If you found this useful, please share it using the icons at the side of the page or leave a comment below.

Any questions?

If you’d like a meeting or a video call to discuss this, please get in touch with your favourite Liverpool accountant