Inheritance Tax and Estate Planning in Bexley, Bromley, Greenwich, Lewisham & Dartford
Our IHT Planning Services
Inheritance Tax Planning Strategies
Our experts work with you to develop a personalised estate plan that aligns with your goals and minimises tax liabilities.
Trusts and Gifting Options
Establish trusts to efficiently manage and transfer assets while reducing tax liabilities.
What Our Clients Say
I wouldn’t hesitate to recommend Neil and Fintegrity.
I am so grateful for everything, Neil (including the ongoing advice and support).
Peter
Supporting Families Across South East London
Why Choose Fintegrity
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 emphasise 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.
Questions About Inheritance Tax
Understanding inheritance tax can be daunting. Here are answers to some of the most common questions we receive. The information provided in these FAQs does not constitute professional financial advice. We strongly recommend that you consult a professional adviser before proceeding with a financial transaction.
What is Inheritance Tax (IHT)?
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.
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
Embark on your path to a brighter financial future with a complimentary consultation at Fintegrity. Our dedicated team specialises in personalised financial planning that demystifies complex issues, enabling you to make confident decisions. We are committed to your success. Reach out to us today.
Expert financial planning advice is essential for securing your future in a world of financial change. Whether managing investments, planning for retirement, or providing financial security for your family, professional guidance can help you make informed decisions aligned with your goals, giving you the confidence to enjoy life, knowing your financial health is in capable hands.
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Planning
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