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Inheritance tax advice in Bexley, South London  – preserving our legacy

Plan for the future and safeguard your family’s wealth with Tony Pearce’s expert inheritance tax advice services. Inheritance tax can pose significant challenges for individuals and families. However, Tony’s tailored approach will help you steer you through the details of this potentially avoiding or reducing this tax with confidence. 

With a deep understanding of IHT and a commitment to preserving your hard-earned legacy where possible, Tony can help you pass on your wealth to your loved ones without unnecessary tax burdens.

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To request a callback, contact Tony today on 020 3740 5856

Professional inheritance tax advice in Bexley

Tony Pearce offers a comprehensive inheritance tax advice service, ensuring that every aspect of your estate is considered to reduce taxes and maximise what you pass on to your loved ones.

Whether you require assistance valuing your estate, tax-reduction strategies, or steering you through the laws surrounding this complex topic, Tony’s expertise covers every aspect of inheritance tax planning.

The inheritance tax planning process

Tony’s inheritance tax planning process involves a thorough assessment of your estate, identifying potential tax risks, and forming personalised strategies to reduce IHT. 

Know for his attention to detail, Tony will guide you through the planning process, ensuring that your estate is well-prepared and structured to preserve your legacy, where possible.

The IHT planning process covers:

  • In-depth estate evaluation
  • Identification of tax-efficient solutions
  • Tailored strategies to minimise inheritance tax liabilities
  • Regular reviews and adjustments to adapt to changing circumstances
  • Collaborative support throughout the entire process

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Request a callback now by calling 020 3740 5856.

Helping to preserve your family’s money

Tony Pearce’s expertise in inheritance tax planning empowers you to reduce tax burdens on your estate. As a result, this helps you to preserve and pass on your wealth to future generations, just as you intend. 

With Tony’s guidance, your legacy can remain intact, supporting your family’s financial well-being for years to come.

A local inheritance tax adviser in Bexley you can trust

As a local inheritance tax adviser in Bexley, Tony Pearce’s approach to working with you will ensure he understands your specific needs and any concerns you have. 

With over 20 years of financial services experience, Tony will be a trusted, guiding hand to help you reduce or avoid inheritance tax, where ethically ad legally possible. 

Working with Tony means entrusting your inheritance tax planning to an experienced professional who will be by your side, offering guidance and support to safeguard your family’s financial future.

Request a callback today!

If you are looking for an experienced, local inheritance tax  adviser in Bexley, contact Tony today

Inheritance tax FAQs

Please find below, some of the most common questions that get asked about this topic.

What is inheritance tax?

Inheritance tax also referred to as IHT, is a tax on the estate (property, money, and possessions) of someone who has died. It is payable if the total value of the estate exceeds a certain threshold. Many people get caught out by this tax, and there are many legal ways to reduce or avoid IHT. It’s a very complex topic, so always seek the support of an experienced inheritance tax adviser.

Who is best to advise on inheritance tax?

Typically, you should engage with an experienced tax adviser, estate planner, or financial planner with expertise in IHT. They are best positioned to advise on inheritance tax matters as they have the experience, skills and expertise to help you best.

What is the current IHT threshold in the UK?

The IHT threshold (or nil-rate band) is £325,000. However, this can change, so it’s always a good idea to check the latest figures on the official HM Revenue & Customs (HMRC) website or consult with an inheritance tax adviser.

 How is it paid?

IHT is typically paid from the deceased’s estate. The executors or administrators of the estate are responsible for ensuring it’s paid to HMRC. It’s usually due within six months from the end of the month in which the deceased died.

How can I get advice on inheritance tax planning?

It’s recommended to consult with an inheritance tax adviser or someone who specialises in estate planning. They can provide guidance tailored to your specific circumstances. They will have the experience, knowledge and expertise to give you tailored, accurate advice.

How do I reduce inheritance tax in UK?

To reduce inheritance tax in the UK, you can utilise the nil-rate band, consider the Residence Nil-Rate Band, make lifetime gifts within annual allowances, establish trusts, leave a portion to charities, and more. Always seek the advice of an experienced inheritance tax adviser, before making any decisions.

Sterling and Law - Bexley (Independent Financial Advice)
86 Summerhouse Drive,

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