Your Wealth. Your Legacy.

Will Inheritance Tax affect me?

 

If you have significant assets, you may be worrying if Inheritance Tax (IHT) affects you. Worryingly, some families appear to be shying away from difficult conversations, as almost half (47%) of UK adults say they have never discussed inheritance matters, according to new research.

Families shying away from difficult conversations.

 

Talking  about estate planning is an extremely emotional subject, as people generally don’t like talking about money or death. Planning for what will happen after your death can make the lives of your loved ones much easier.

 

Read our factsheet for more on Inheritance Tax.

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Gale and Phillipson Investment Services Ltd, Gale and Phillipson Advisory Services Ltd, Gale and Phillipson General Financial Services Ltd are all authorised and regulated by the Financial Conduct Authority (Reference Numbers 431387, 142752, 195080) and trade under the name Gale and Phillipson. Gale and Phillipson (SE London) Ltd is authorised and regulated by the Financial Conduct Authority (Reference Number 195522) and trades as Indigo Financial Advisors. Registered in England and Wales numbers 05409822, 02232959, 03751076 and 04077157. Registered office: Gallowfields House, Fairfield Way, Richmond, DL10 4TB.

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