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Inheritance Tax rule changes

Effective estate planning can safeguard your wealth for future generations If you want to have control over what happens to your assets after your death, effective estate planning is essential. After a lifetime of hard work, you want to make

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Passing on wealth without further tax charges

Over-55s risk falling prey to the inheritance ‘sibling tax trap’ On 6 April 2017, a new additional main residence nil-rate band (RNRB) was introduced, which allows for less Inheritance Tax to be paid in situations when a family home is

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Safeguarding wealth for future generations

New Inheritance Tax rules apply from 6 April 2017 Unforeseen life events and circumstances can potentially impact your finances in a number of ways. We can help you to safeguard your wealth for future generations.

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