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Inheritance Tax

How can I reduce a future tax liability
while protecting my assets?

Inheritance Tax

How can I reduce a future tax liability while protecting my assets?

Few taxes are as emotive and politicised as Inheritance Tax and contrary to popular belief, Inheritance Tax does not only affect the very rich. Often considered a ‘voluntary tax’, how you structure and transfer ownership of your assets can have lasting financial consequences for you and your family.

At HB&O Financial Services, we provide bespoke estate and tax planning advice to help protect your wealth for future generations.

Let HB&O Financial Services answer any questions you may have

  • Should I be concerned about my family paying Inheritance Tax?
  • How do I value my estate for Inheritance Tax?
  • What happens to my spouse, children and estate if I don't have a Will?
  • Should I consider setting up a trust?
  • Do I need to give some of my assets away?
  • Should I make gifts out of excess income?
  • How much of an Inheritance Tax bill could I be leaving for my loved ones?

The Financial Conduct Authority does not regulate taxation and trust advice or will writing.

Contact Us

HB&O Financial Services
Highdown House
11 Highdown Road
Leamington Spa CV31 1XT

Tel: 01926 422292
Email: ifa@hbofs.co.uk

HB&O

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