Inheritance Tax Planning

Inheritance tax is not just for the very wealthy. It affects anyone whose total taxable Estate exceeds £312,000 (tax year 2008/2009). This may seem a lot until you consider all of your assets together - your house and contents, your car, investments, and personal belongings such as jewellery.If you find that your assets do exceed this figure you may need to take steps now.

The law relating to tax may change in the future. At Global Financial we can offer solutions from the whole of the market place.  Please complete the simple form and we will get back to you as soon as possible.

The Financial Services Authority does not regulate taxation and trust advice.

 

 

 
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