Inheritance Tax

Inheritance tax forms an integral part of planning for the future security of your family. Planning for after you are gone can often be difficult, so we aim to make the process stress free and seamless. Using discretion and compassion our team work to ensure your family remain protected and provided for. Our specialist advisors will undertake a comprehensive review of your estate as well as analyse your will to highlight any areas that are particularly liable for high taxation. We then create a workable solution to help reduce liabilities. And, of course, our expert advisors work to constantly stay updated with the latest legislation and, if necessary, may advise further amendments down the line to make the tax as low as possible. ISA Consortium explore a variety of options including:

  • Main residence nil rate band (the latest legislation which allows an additional nil rate band to be introduced where a residence is passed on to a direct descendant).
  • Charitable giving
  • Lifetime gifts
  • Estate planning (including business property relief)
  • Use of PETs
  • Annual exemption (Gifts of £3,000 a year may be given without an inheritance tax charge)
  • Gifts between husband and wife.
  • Family maintenance.

Coffee on us

We are determined to help our clients maximise their financial growth. We are happy to provide no obligation advice, even buy a nice Coffee.

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Case Studies

Free and impartial advice

When you start your business, numerous official forms are to be filled in. We want you to save yourself the precious time and effort.

We are local

ISA Consortium ensures to document and backup your financial affairs in digital and hard copy. We are flexible and pre-eminent.

No more guess work

As ISA Consortium can come up with monthly, quarterly or annual management accounts, incorporating the Profit and Loss.