Inheritance tax planning

Inheritance tax (IHT) is a tax levied on people’s assets most commonly paid when they die, but it can also apply in respect of certain transfers of assets during life.

MoneyDoctor’s experienced adviser team can help you determine whether you have an IHT bill and if so the scale of it. If there is an IHT bill there are many solutions to this problem that we can help you with. Everyone’s individual circumstances differ hence the need for an individual assessment of your circumstances by our adviser team. We can help safeguard your family’s financial health. We will identify the options available to you and their implications so you can plan tax effectively for your family’s future.

As changes in legislation come into place we will assess whether your IHT planning strategy remains the most tax efficient.

Meet the team

MoneyDoctor has over 80 years' experience providing financial advice to medical professionals...

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Resources

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