Do you want to protect assets on death from being taxed?
Are you UK domiciled and do
you have a married partner who is a UK non domicile (for Inheritance Tax purposes) and you are UK domiciled? If
so, you can currently only leave £650,000 * tax free to your loved ones. The balance above this is taxed
at 40% even if you are married. This figure includes any private life assurance not in trust.
Non domicile could be someone with a British passport and paying UK income tax and residing here in the UK.
Inheritance tax planning we act as introducers
* (for 2016/17
The FCA does not regulate some forms of Inheritance Tax Planning.