Inheritance Tax Planning

Inheritance Tax Planning

To provide you with high quality financial advice you can trust, we have partnered with Concept Financial Services who are able to provide inheritance tax advice.

Most people work hard during their lifetime, accumulating the wealth to provide for their families and their retirement.  Under current legislation if a single person has an estate valued in excess of £325,000* or a married couple £650,000*, then potentially a 40% tax charge of anything over this could go to the Government upon your death in inheritance duties.  At Concept Financial Services we tailor solutions to help you plan to mitigate inheritance tax liability. Our expertise will help you pass your wealth to your loved ones as you intend, and with our planning the retirement you have saved for.

Whatever your circumstances or needs, we have the tailored solution for you and your family.

  • Achieve your goals and ambitions
  • Protect what you have already accumulated
  • Ensure your loved ones are looked after
  • Live the life you deserve, not the one you will be given

* HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen. Figures based on current tax year – 2019/2020

Concept Financial Services have a team of advisors available to provide advice at any location and time that suits you.

To request a non-obligation discussion with one of the friendly advisors please call 0333 577 8896.

*Please note by contacting us on the above number you are providing consent for your details to be passed to our trusted third party, Concept Financial Services who will be in contact with you soon after your submission.

Networker Global are a trading style of Work Perks Group Ltd who introduce to Concept Financial Services who are a trading name of Delphic Financial Planning Limited which are an Appointed Representative of Openwork Limited who are authorised and regulated by the Financial Conduct Authority.

Want access to our range of contractor benefits and services? Fill out the form or call us on 0333 577 8896.

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Want access to our range of contractor benefits and services? Fill out the form or call us on
0333 577 8896 for more information.

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