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With the Tax Year end recently passed, the current exemption for Inheritance Tax has been increased to £300,000.

Whilst this is good news for many people, it still leaves many others with a potential tax bill left to their estate.

Think about how much the value of your assets are worth:-
  • Your house
  • Any other property you own
  • Investments such as PEP'S, ISA's, National Savings and Stock Market shares
  • Savings in Banks or Building Societies
  • Life Assurance Policies
  • Pension Policies
If the total value of your assets is over £300,000 you are likely to be leaving a tax bill to your family.

There are many ways to plan ahead and avoid this situation and if would like to look into the best way for you to avoid leaving a bill which is currently taxed at 40% (irrespective of your own personal tax rate) click here for more information.



Independent Financial Advisers Carlisle
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