Discover the Most Common & Costly Inheritance Tax Mistakes
Next Step: Book your no-obligation Call with Hussain
Discover the Most Common & Costly Inheritance Tax Mistakes
Next Step: Book your no-obligation Call with Hussain
The Top 3 IHT Mistakes
Outdated Documents - Many wills, especially those written before 2017, are simply out of date and missing crucial tax-saving opportunities.
Will writing involves the referral to a service that is separate and distinct to those offered by St. James's Place. Wills are not regulated by the Financial Conduct Authority.
Inefficient Structuring - Investments, property, and business portfolios are often not structured tax-efficiently, which can leave families facing huge, unavoidable tax bills.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up.
The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief is generally dependent on individual circumstances.
Plan for Care Fees - Estate values can be gradually eaten away by significant care fee costs if they are not protected properly.
The Top 3 IHT Mistakes
Outdated Documents - Many wills, especially those written before 2017, are simply out of date and missing crucial tax-saving opportunities.
Inefficient Structuring - Investments, property, and business portfolios are often not structured tax-efficiently, which can leave families facing huge, unavoidable tax bills.
The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief is generally dependent on individual circumstances.
Plan for Care Fees - Estate values can be gradually eaten away by significant care fee costs if they are not protected properly.
What's happens on the call?
Inheritance Tax Calculation
Potential ways to reduce your bill
How to help keep wealth in your family
STILL NOT SURE?
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FGA Wealth is a Trading name of Financial Goal Attainment Ltd (FCA No: 627917) is regulated by the Financial Conduct Authority. Registered office: 8 Mulgrave Road, Harrow, HA1 3UF. Company Registration in England & Wales, Company Number: 08941462.
We are a broker and not a lender. Your Home (or property) may be repossessed if you do not keep up repayments on your mortgage or any other debts secured on it. Taxing Planning, Commercial Finance, Wills & LPAs, Estate Planning, Business Planning and Some forms of Buy to Let mortgages are not regulated by the Financial Conduct Authority.
There may be a fee for mortgage advice, the exact amount will be based on your circumstances and will be agreed following your initial meeting.
The value of your investment can go down as well as up and you may not get back the full amount you invested.
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Taking out a lifetime mortgage can impact your tax position as well as your entitlement to means-tested state benefits such as pension credit and universal credit.
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A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4 567.
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