Inheritance Tax Planning

Inheritance Tax Planning

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Benjamin Franklin was right when he said, the only two certainties in life are death and taxes, and when it comes to inheritance tax, the two collide.

Helping you protect your wealth is an important part of what we do and one thing is certain, you need to plan to protect your wealth from what is known affectionately as inheritance tax (IHT).

Working in tandem with you and your family and Create Wealth’s legal and accounting specialists we provide innovative, high quality and proven tailored solutions that will reduce, minimise or even eliminate your inheritance tax liability.

Our Head of Paraplanning is a member of the Society of Tax and Estate Practitioners (STEP) and provides an excellent in-house resource for IHT and Trust advice.

Importantly, our recommendations always take into account your need to access your capital, income, growth or a combination; essentially meeting your general day to day needs now so that you can still enjoy your life to the full whilst mitigating inheritance tax in the future.

If you think that IHT may affect your wealth and the amount that your children or family will inherit please get in touch. It’s better to do something sooner rather than later to ensure your heirs don’t have to face an unnecessarily large IHT bill when you die.

What Our Clients Think

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I have been a client of Peter Davies and Create Wealth Management for about 10 years now and have been consistently impressed and delighted with the care and attention Peter has always shown in understanding my needs. From the time he put in place arrangements to relieve me of my inheritance tax liabilities to the ongoing monitoring of my investment funds he has ensured that I have enjoyed both a regular income and capital growth from them; just exactly what I requested.

Mrs M Howell, Newport, Pembs.

I have known Stephen for many years and became a direct client 7 years ago. During this time I have had every confidence that Stephen understands my individual requirements and needs and has provided suitable advice when it has been appropriate and has not just provided advice for advice sake. It is pleasing to see that he takes his own professional development and all-round financial knowledge very seriously so that he is well equipped to provide advice on the ever changing economic and market conditions.

David Kelly, Almondsbury

Peter, thank you so much for your time and excellent advice this morning. I really appreciate it.

Mrs H, Pembrokeshire

I know Steve as I am a solicitor working with mutual clients. I am aware of his advice on financial & Tax planning. His depth of knowledge gives his clients and me as a referrer great confidence in his abilities. His understanding of a client’s needs and the approach he takes is invaluable to those he advises. I have no hesitation to recommending him to my clients.

Mr. Chris Beames, Senior Partner, Private Clients at Berry Smith LLP

The first time I have had money made for me that I have not to pay huge fees to obtain. When other advisers phone I just tell them that I am with Create Wealth they just say that ‘you are with a very good firm’ and that gives me a lot of confidence.

Mr J. Colin Jones, Caerphilly