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Bodmin Inheritance Tax Planning Advice
IHT Solutions are Cornwall’s Inheritance Tax Planning Advisor for Bodmin
IHT Solutions is your best specialist IHT Company offering a friendly approach to inheritance tax services across Bodmin. We have the expertise to help clients navigate the complexities of inheritance tax, enabling them to make the most of their assets. If you’re confused about inheritance tax, or you’d like to learn more about getting your affairs in order, our specialist service is here to help.
Providing professional, precise advice to the entirety of Bodmin on everything from Flexible Reversionary Trusts, Discounted Gift Trusts, Loan Trusts, Whole of Life, Business Relief Investments and Gifting.
Inheritance tax planning can help you to enjoy peace of mind that your future is secure and that your children and any other beneficiaries won’t be faced with a minefield when you pass. Our advisors have the best knowledge and experience to identify effective solutions and make savings.
Inheritance Tax Calculation Forecast*
Get your affairs in order and use our online IHT calculator. The calculator applies to the 2024/25 tax year only.
*Inheritance Tax/Estate Planning and Trusts are not regulated by the Financial Conduct Authority.
IHT Planning is best dealt with holistically, taking into account all of your finances and goals
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Our business is well qualified to answer questions and enable you to organise your assets.
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Providing professional, precise advice for our clients and their future
There are numerous ways to mitigate Inheritance Tax Planning (IHT), but we find that the majority of cases utilise a combination of the following:
Inheritance tax planning traffic light comparison
| Access | Speed | Simple | Control | Cost | |
|---|---|---|---|---|---|
| Gifting | |||||
| Whole of Life | |||||
| Loan Trust | |||||
| Discounted Gift Trust | |||||
| Flexible Reversionary Trust | |||||
| Business Property Relief |
Please note: this graphic is subjective to change, not every expert will agree on the distribution of colours. There is much more to know before you act and that you should always seek financial advice first.
Expert Inheritance Tax Adviser for Bodmin
As Bodmin experts in assisting clients to mitigate inheritance tax legally and without touching the grey areas of tax avoidance and evasion.
We have been offering this service for many years and we are more than experienced to help you in your decision-making process.
Inheritance Tax itself sounds daunting, however, we are here to ease the process for you.
The benefits of our service
We often have clients come to us with a desire to eliminate issues for their children at the same time as protecting their own financial future. Often, there’s a dilemma between leaving your children as much as possible and leaving yourself with enough to get by comfortably.
Inheritance tax planning can help you to enjoy peace of mind that your future is secure and that your children and any other beneficiaries won’t be faced with a minefield when you pass. Our advisors have the best knowledge and experience to identify effective solutions and make savings.
Start planning today
Inheritance Tax Calculation Forecast*
Get your affairs in order and use our online IHT calculator. The calculator applies to the 2024/25 tax year only.
*Inheritance Tax/Estate Planning and Trusts are not regulated by the Financial Conduct Authority.