Forward Plan your Inheritance Tax with Forward Plan.
Inheritance Tax is a tax on the property or estate of someone who’s died.
Inheritance Tax is paid when the property is valued at more then £325,000. There is usually no Inheritance Tax paid on the property if the estate is valued at less then £325,000 or if you leave everything above the threshold to your partner or charity.
The standard Inheritance Tax rate is 40%. It’s only charged on the amount above the threshold. The property can pay a reduced Inheritance Tax at a rate of 36% on some assets if you leave 10% or more of the overall value to charity in your will.
We do not charge extra for a home visit when you decide its time to have to review an inheritance tax plan.
No matter where you live, you can have a local professional visit at a convenient time to draft your wishes, our advisor will take notes and you will be contacted by the solicitor or paralegal to complete your instructions.
Forward Plans Inheritance Tax Plans services are designed to spefically to save you time and give you total peace of mind knowing your last testimony will be fulfilled.
Each and Every Plan drafted by Forward Plan accurately reflects the budget and wishes of our clients. Forward Plan and our team of Experienced Inheritance Tax Planners always encourage every adult to take the pressure of family’s during an already difficult time to plan and arrange their last wishes.
Our Inheritance Tax Plans Services involves us actively listening to your needs and then drafting a Plan that accurately reflects your wishes. Once you have spoken in depth to one of our team members, we’ll ensure that your wishes are accurately documented, described anf fufilled.