• Forth Financial Services Partnership
  • 1 High Street, Haddington
  • East Lothian
  • EH41 3ES
  • Tel: 01620 822033
  • Fax: 01620 822036

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Inheritance Tax Planning

Who would you rather leave money to ...

your family?

or

The Taxman? 

Just take a moment to add up the value of your assets, this includes your home, personal possessions, savings, investments, life assurance and even your car. 

Does this add up to more than £325,000, if so, on your death the taxman will deduct 40% tax from the value of your assets, as Independent Financial Advisers we can explain what the best options are for your individual circumstance.

Contact us today to talk about your inheritance tax liability.

 The FSA does not regulate all forms of Inheritance Tax Planning

 

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