Toni Chalmers-Smith
Senior Financial Adviser
T:01279 713394
Tees Financial - One: Financial Advice for Later Years

Inheritance Tax Planning

Inheritance tax is payable on an estate exceeding £325,000 or £650,000 if the transferable nil-rate band is available. There may be inheritance tax reliefs and exemptions which can be used to reduce the ultimate tax bill. We can review your financial situation and help you to plan in order to minimise the eventual tax liability.

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