What financial advice can you give regarding inheritance tax?

Inheritance tax is only really to be planned for when you’re in your later years.

Our advice to you would be look at your own situation. If you have assets more than a base figure of £325,000, then you need to start having the conversation because of course we don’t know where we are in the queue.

Inheritance tax advice is more popular these days due to the driving factor of property values. There are various options and usually in conjunction with a lawyer we would examine these options for the client that fit with their individual circumstances.