Figures released earlier this week shows the Inheritance Tax receipts for April 2021 to February 2022 were £5.5 billion, which is £0.7 billion or 14% higher than in the same period a year earlier.
There are plenty of things our Financial Planners can do by implementing lifetime planning solutions to make sure you can pass as much of your wealth as possible on to your family and friends, instead of the taxman.
If you would like to discuss estate planning or any other financial planning matter, please do not hesitate to contact us on 0114 2588899 or email info@fogwilljones.co.uk. Our Financial Planners are qualified to provide advice in the areas of retirement planning, tax planning, savings, inheritance tax, investments and protection.
Please remember that the value of investments may fall as well as rise in value.
