Inheritance tax planning

Never an easy topic to discuss, this is a matter no-one wants to leave behind for loved ones.  Current thresholds for inheritance tax are only £325,000 (Tax year 2011/2012). Edinburgh house prices, for example, average around half this amount, so it often doesn’t take much before this becomes an issue.

Our advisors are specially trained in this sensitive area and are always happy to talk over your concerns and thoughts with you.

It’s never easy to start thinking about inheritance matters, so we suggest a good initial first step as a client of the firm would be to take up our offer of a will free of charge.