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INHERITANCE TAX PLANNING

Good Inheritance Tax planning allows you to maximise your assets to your family and friends.

Inheritance Tax is tax that may be payable on what people give away during their lifetime or when they die. Everyone is allowed to give assets of a certain amount exempt from Inheritance Tax, the so called Nil Rate Band. For the current Tax Year the Nil Rate Band is set at £325,000 (2016/2017).

If there is a possibility that Inheritance Tax may be payable on your death, careful planning of your estate may reduce the bill. Although Inheritance Tax laws are now in favour of married couples or those in a registered partnership, the need to take appropriate tax planning measures is still necessary for many of us. Inheritance Tax planning is even more important for unmarried couples as they cannot automatically make use of the same favourable tax regime that married couples and registered partners are entitled to. 

We work with a small number of carefully selected Financial Advisers and Accountants who can provide additional expert assistance when it comes to Estate and Inheritance Tax planning. Should the circumstances so require, then with your permission we can introduce you to one of our trusted advisers and work closely with them to ensure all arrangements complement each other. 

Contact Cambridge Wills & Legal Services to find out more about our specialist planning to make sure you minimise your Inheritance Tax bill. 

We have been very impressed by the service we have received from Anthonine at Cambridge Wills. Home visits made the process feel more informal and personal without compromising on professionalism and efficiency.
Mr & Mrs H, Swavesey - April 2016
Anthonine is the consummate professional, always understanding of our requirements and proactive in her approach to dealing with potential issues. She is a pleasure to work with and I would not hesitate to recommend her to you.
NW, Cambourne - April 2015
Would thoroughly recommend Cambridge Wills for a friendly professional value for money service - Anthonine understood what I asked for and delivered accordingly.
Gillian H, Sandy - March 2016
We feel completely confident in our Wills. From knowing very little to becoming experts, Anthonine supported us from the very start with honest and professional advice. We felt comfortable and reassured throughout the whole process.
Dale Turner & Tillie Bloomfield, Longstanton - October 2013
We have used Cambridge Wills twice now. For my mother and for us. Anthonine Arts-Zetteler is very professional and understanding. We would recommend her and Cambridge Wills.
Malcolm & Penny B, Cambridge - December 2015
Anthonine was recommended to us as our situation was complex. She contacted us and sent a letter of introduction. The service was very professional and all documents were explained thoroughly and dealt with very promptly. Excellent.
Mr & Mrs R, Cambridge - March 2015
We were very impressed with the service received. Extremely knowledgeable, friendly and supportive across the whole process.
Sam & Hayley Williams, St Neots - March 2016

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