Strategies To Minimise Inheritance Tax

Inheritance Tax Planning

Bespoke strategies designed to safeguard your assets and facilitate a seamless transition for the generations to come
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Our IHT Planning Services

Estate Planning Consultation

Our experts work with you to develop a personalised estate plan that aligns with your goals and minimises tax liabilities.

Trusts and Trust Strategies

Establish trusts to efficiently manage and transfer assets while reducing tax liabilities.

Gifting and Gifting Strategies

Implement strategic gifting to family members to reduce the taxable estate and preserve wealth for future generations.

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Ready to secure your financial future and protect your loved ones from unnecessary taxes? Contact Fintegrity IFA for a personalized consultation. Our experts are here to guide you through every step of the process.

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Why Choose Fintegrity

Our services are designed to provide peace of mind and financial security for you and your loved ones.

Personalised Approach

We tailor our strategies to meet your unique financial situation and goals.

Experienced Advisors
Our dedicated team comprises highly skilled professionals with a wealth of experience in financial planning.
Proactive Planning
We emphasize innovative strategies designed to enhance your investment performance while effectively reducing the burden of taxes.
Transparent Communication

We ensure clear and straightforward communication, keeping you informed every step of the way.

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Questions About Inheritance Tax

Understanding inheritance tax can be daunting. Here are answers to some of the most common questions we receive.

What is inheritance tax?
Inheritance tax is a tax on the estate of someone who has passed away, including all property, possessions, and money.
How can I reduce my inheritance tax liability?
There are several strategies to reduce inheritance tax, such as making gifts during your lifetime, setting up trusts, and ensuring you use your allowances effectively.
What services does Fintegrity IFA offer to help with inheritance tax?
We provide tailored advice on estate planning, including setting up trusts, making tax-efficient gifts, and other strategies to minimise your tax liability.
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Who needs to pay inheritance tax?
Inheritance tax is usually paid by the executor of the estate, using funds from the estate itself before the remaining assets are distributed to the beneficiaries.
What is the current inheritance tax threshold?
As of the latest guidelines, the inheritance tax threshold is £325,000. Anything above this amount may be subject to tax unless exemptions apply.
Can I avoid inheritance tax altogether?
While it’s challenging to avoid inheritance tax entirely, effective planning can significantly reduce the amount owed. Our advisors can help you explore all available options.

Get Expert Advice Today

Ready to secure your financial future and protect your loved ones from unnecessary taxes? Contact Fintegrity IFA for a personalized consultation. Our experts are here to guide you through every step of the process.

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What Our Client’s Say About Us

“Neil is knowledgable and also has the skills to transfer this knowledge through years of experience - diverse - but all within a financial setting. He was tolerant and patient and explained his actions in simple language that was easy to understand."

– Jenny

"Neil gave us great advice in an easy to understand way and was very friendly, professional and helpful. We have already recommended him to people we know."

– Susan

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"He made sure the family were involved with the process and he was always on the other end of the phone. I spoke with other advisers about my plans but Neil was easily the one of my choice."

– Valerie

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I wanted to retire but needed to check it was viable and needed advice regarding drawdown, pension amalgamation, savings. Neil listed well, took time to write up a detailed assessment of my needs, risk preferences, options. I now feel confident about retiring. Neil confirmed the validity of some of the ideas I had, but also gave me alternative strategies I hadn't thought of, which made more sense.

Gill

Life was changing and, at age 60, my job prospects were uncertain. Neil helped us to identify what immediate financial worries we had, and life goals we wanted to achieve in the future. Neil asked us about what level of risk we were happy to engage in, and after that meeting devised a suggested plan based on the answers we gave. the immediate results have been positive; paying off the mortgage from my various pension pots, gathering them into a new managed portfolio have resulted in an immediate reduction in monthly outgoings and a sense of having more active control over my finances has given us peace of mind

Adam

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I was looking for guidance and support on where to invest my savings. Neil was super friendly, helpful and approachable and did a great job of explaining things in layman's terms!

Nicola

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As I had made a decision to take early retirement, he helped me to plan and set up a retirement fund. This all proceeded very efficiently. So far so good!

Nick

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Neil asked us thorough questions so that he had a very good understanding of our financial situation. He presented his findings to us in an easy to understand format and explained everything clearly. He offered very good advice and we felt confident that he was very knowledgeable in all areas that he helped us in. I felt that he was a safe pair of hands. He was easy to deal with, always responded quickly, and I found him very trustworthy and impartial.

Emily

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He talked me through the options after ascertaining my attitude to risk/reward and analysing my outgoings and plans for the future. Started in March 2021 and it seems to be going to plan.

Paul

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Neil Jenkins owner of Fintegrity

Contact Us Today

Ready to secure your financial future and protect your loved ones from unnecessary taxes? Contact Fintegrity IFA for a personalized consultation. Our experts are here to guide you through every step of the process.

0203 086 7043
hello@fintegrityifa.co.uk

The Workers’ League House, 44-50 Royal Parade Mews, Blackheath, London, SE3 0TN

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