You could be liable for inheritance tax simply because of the value of your house. Tees can help you put a strategy in place to ensure you're in the best financial position possible.
Inheritance tax, once known as ‘death duties’, used to be the preserve of the rich. Not anymore, though, as rising house prices mean many more people will have estates that could be liable for the tax. This might include you - it's worth finding out, as you might be pleasantly surprised how much your estate is worth! Taking financial advice early means you're in the best position to manage your tax liability. So, you won't need to pay a penny more than you have to. In turn, this means leaving a larger inheritance to those you care about after your death.
Tees can guide you through the process at every step. We'll evaluate your assets, and your financial position - so you're set up
This is how your estate is assessed for inheritance tax:
With careful planning, you could reduce a potentially hefty tax bill. The financial advisers at Tees have the expertise to help you. We understand the system inside out, and we'll look at every angle to get the best result for you.
We are experts in estate and inheritance tax planning, and we can help you draw up a plan that means the tax man won’t be able to take a large bite out of your family’s inheritance. In fact, our experience tax-planning professionals can make sure you don't pay a penny more in inheritance tax than you need to.
We can advise you on every angle of tax planning and how it might affect your personal estate. We’ll help you make sense of all the various rules and allowances, we’ll work with you to ensure you get the final say on where your money and other assets end up.
We can also combine your financial planning and legal management. This way we get to understand you better, and can adapt plans to suit your changing needs. And you get to save time and money. The sort of matters we can bring under this single service include:
We build our service around your needs and your circumstances. We listen to what you have to say, and we do all we can to get the result you're looking for. We are regulated and authorised by the Financial Conduct Authority, which means we are accountable for all the advice that we give.
Our expert advisers will talk to you in plain language and spell out your options so you know exactly what you can do. And you can be sure that everything we recommend will be focused on drawing up a plan that works for you and your family.
To find out more, give us a call – we offer a free consultation and can even visit you at home if that’s more convenient. Tell us what you want to achieve and we’ll let you know how we can help.
For a free initial consultation at no obligation. Alternatively, please fill out our enquiry form and an advisor will contact you.
Auto enrolment & group pension schemes
Auto enrolment & group pension schemes
Buying or selling a house
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Our top priority is to continue serving our clients and protecting our employees and clients alike.
We are open and working to help clients.
As a flexible and technologically-adept firm, we already had many home-working systems in place. We have now rolled this technology out to all our employees working for clients, so they can continue to work normally - and from home.
If you are a client, please be assured you can get in touch with Tees and we are still working on your case. To replace face-to-face meetings, we have the facilities to do video-conferencing, conference calls or just speak on the phone, as you need.
The financial services provided by Tees on this page are regulated by the Financial Conduct Authority and not by the Solicitors Regulation Authority, which regulates our legal services.Learn more