Whether you’re trying to preserve the value of your estate for loved ones or need help handling inherited assets, inheritance often involves making a number of practical and emotional decisions.
Inheritance Tax Planning
As a benefactor, it’s your chance to leave a legacy. It can be a way of showing love, giving back, providing life-changing opportunities, empowering future generations and leaving a memorable imprint on people’s lives.
Inheritance tax planning is an important part of the estate planning process, maximising the value of wealth that stays with the beneficiaries to reduce the tax owed.
Receiving an Inheritance
If you’ve been fortunate to be a beneficiary of inheritance, then you’ve been given a precious gift. You may wish to take advice from family members and legal or financial professionals about the next steps, depending on the circumstances.
Helping you navigate decisions around inheritance
At Four Oaks Financial Services, we’re specialists in estate planning and inheritance tax planning, so are here to help you navigate the important decisions.
Just contact us to arrange an appointment. Our considerate advisers can see you at either at our warm and friendly offices in Shenstone Wood End (between Lichfield and Sutton Coldfield), or at a place of your choice throughout Staffordshire, the West Midlands or beyond.
Estate & Inheritance Tax Planning are not regulated by the Financial Conduct Authority