Estate planning

Have you considered the amount of tax your loved ones and dependents might have to pay on the event of your death?

Many people are not aware of just how valuable their assets actually are and unwittingly leave beneficiaries with a large inheritance tax bill.

But your beneficiaries’ tax liability is calculated on the value of everything you own, from your savings, pension and life assurance policies to the value of your home, so it may surprise you just how much your personal estate is worth.

To ensure that as much of your estate is safeguarded for your beneficiaries as possible, it is recommended that you plan carefully and seek specialist advice.

Quinn Financial’s team of advisers have expert knowledge and experience of estate planning.  We can advise you on how to limit your beneficiaries’ tax liability, recommending policies and plans which will ensure that the lion’s share of your inheritance is received by them and not the government.

HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen

For advice or a quote call Quinn Financial on 02890 859996 or simply complete our online enquiry form – we aim to get back to you the same working day.