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

Mrs H, Pembrokeshire

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 Peter Davies for many years, from the first time I met him 10 years ago when he was at Lloyds Private Banking looking after my money, to now at Create Wealth Management. He has never been less than scrupulous and helpful in managing my affairs and we have built up what I believe is a friendly personal relationship Now I am in a care home and faced with the complexities of sorting out my funding and Peter has been unfailingly helpful and encouraging and if does come to a satisfactory conclusion it will in no small part be due to Peter’s knowhow and advice .

Mrs S Morris, Pembroke

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

We sold our business 3 years ago and after paying off several debts we had a financial pot which we were keen to invest for the future as we were still relatively young and needed our money to work for us. We spoke to several Financial Advisers who were extremely pushy in their approach and did not fill us with the greatest confidence. We met Stephen by chance through a mutual friend and immediately struck up a rapport. It was refreshing to talk to someone in the sector who let us do the talking about what we wanted. Once we had established we would like to work together he provided us with...

Kim & Chris, Abergavenny