Changes to taxation and trust legislation in recent years have exposed you to a greater likelihood of paying Inheritance Tax. If you own a second home, land, antiques or other investments, you may be liable to pay Capital Gains Tax on profits made in excess of your current annual tax allowance. It is now harder than ever as a family to ensure your wealth can stay within your family as the generations pass.

A widow with an estate of £1,000,000 and three children could face a situation where the Inland Revenue is the largest single beneficiary of the estate.

Whilst you do not expect to die young, have you made sufficient provision for your family¹s future should the unexpected happen? The foundation to a family estate plan is a well drafted will ensuring the assets pass to those you want to benefit and that where possible, you make use of all allowances available.

If you have valuable assets exposed to Inheritance or Capital Gains tax we can help you control your tax burden with prudent and recognised planning mechanisms that can complement the legal and accountancy advice you receive.

  • Creation of equal estates for husbands and wives.
  • Use of investments that can be written in trust to use allowances.
  • Use of investments to reduce Inheritance Tax but allow you to have income.
  • Use of investments that are free of Inheritance Tax under current regulations.
  • Establishing a strategy to support lifetime gifting.
  • Insurance for your liabilities if you cannot use any other method.

If you would like further information on protecting your family wealth please contact the Willis Wealth Management team on 028 9032 9042 or complete our quick enquiry form.

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Willis Insurance and Risk Management, Willis Wealth Management and Accident Investigation Services are trading names of Willis & Company (Insurance Brokers) Ltd, which is authorised and regulated by the Financial Conduct Authority - 309124. Registration No. NI 32004. Registered in Northern Ireland.

If you are unhappy with our service, we have a complaints procedure, details of which are available upon request. If you are unhappy with how your complaint has been dealt with, you may be able to refer your complaint to the Financial Ombudsman Service (FOS). The FOS website is

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