Trusts & Capital Tax Planning
Protecting your assets for you and your family’s future needs careful set up and management. Your immediate and longer term requirements may require complex planning for tax and inheritance issues. Stamp Jackson & Procter’s wealth management experts will listen to your wishes and deliver the choice of investment options that satisfy your needs. We aim to strike the right balance between your income needs whilst keeping a clear view of your future prosperity.
Services
- Capital planning
- Tax efficient planning
- Award & asset trusts
- Inheritance planning
Benefits
- Safe holding of your assets
- Delivers peace of mind
- Provides financial security
Case Example
Wealth management
Stamp Jackson & Procter’s Nil Rate Band Wills (subject to the recent government announcements) confer flexibility on your executors to apply your property for the benefit of your spouse and family in whatever way seems best in respect of the conditions prevailing your estate. In some instances your Wills can save you up to £120,000 inheritance tax (IHT) liability at current rates. To illustrate how the Stamp Jackson & Procter Nil Rate Band Wills can save up to £120,000 in IHT please click here to see an example based on a married couple that wish to leave their estates to each other and then to their children with a joint estate worth £1million.
Your estate is potentially liable to IHT to the extent that the value of your estate exceeds the unused nil rate band. The present nil rate band is £300,000, from which would be deducted the value of any gifts made within the seven years before your death to the extent that these count "for inheritance tax purposes". We are assessing the governments recent announcements on the IHT thresholds and will update our information when the full regulations are known. If you have any questions about how this affects your circumstances please contact us.
Planning ahead can significantly reduce your estates tax liabilities and protect your assets for the benefit of you family. Our private client team can help you to arrange your financial affairs to secure your families future. Andrew Procter, Senior Partner.
