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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Stephen has always set aside time for myself and my wife to review our options on investments, we never feel rushed into decisions. His advice over the last 2.5 years has proven to be very beneficial to us. Advice in this field can be very daunting to the layman, but Stephen is always prepared to bring it to our level to help explain it fully.

Mal Boundy, Melksham

Stephen is one of the few IFA’s who truly offers unbiased advice. He is a good listener and sees it as a strength to double check on issues he isn’t 100% sure of. I am a firm believer that good advice is advice worth paying for. Most people think they know about financial issues or what is best for them and their money. The reality is, in my view, far different and means that many act too quickly or on impulse when making serious financial decisions. As an industry, financial services has been justifiably tarnished with the wrong brush. As such, it is important to seek out a competent and h...

Mr. G.O. Jones, Bristol

Stephen has been looking after my financial portfolio since selling my business, with twice yearly reviews which he always works around my diary, no matter where I am. Over the years Stephen has provided me with excellent advice, always taking into consideration my likes/dislikes about certain financial products and through providing me with alternative ideas he has given me great comfort in knowing my financial portfolio is save and on track for my retirement.

Ms. Jane Walsh, Hapton, Lancs

Stephen understands our needs and listens carefully to our preferences. He is reassuring about complicated procedures. He never tries to push a product or influence us beyond advice.

Mr & Mrs J Fisher, Glamorgan

I have known Stephen for many years and have always valued his time and guidance when helping me with my financial planning, investment planning and advice. I am someone who always seems to be on his way to a meeting or to catch a plane. Stephen and the team at Create Wealth Management have always been able to accommodate me and have taken time to fully understand my personal needs and objectives whilst always explaining complex topics in terms I understand. In tailoring their service for me, they help me look after the most important things to me; my family’s enjoyment of life, the ability...

Philip Wagstaff, Sunningdale