Gaining clarity and covering the basics is the first step toward tailored planning and we can help evaluate your estate and understand inheritance tax exposure.
Is your Estate Protected?
At Streets Bush, we know that understanding your estate is the first step in securing your wealth for future generations.
By identifying the value of your assets, the reliefs and exemptions available to you, and your potential inheritance tax exposure, you can begin taking steps to safeguard your estate.
We consider whether changes to your affairs make you eligible for additional reliefs and exemptions and we can explain, in depth, the rules around:
- Residence nil-rate band (RNRB)
- Inheritance tax rate
- Gifting and the 7 year rule
- Annual exemptions and small gift allowance
- Agricultural property relief
- Business property relief
- Trust & estate planning
- Spouse & civil partner exemptions
- Gifts with reservation of benefit
If you wish to take proactive steps to protect your estate and secure your wealth for future generations then please get in touch to organise a review.
