Inheritance Tax Planning in Butcombe
Best Inheritance Tax Planning Butcombe: Protect Your Estate
Residents in Butcombe are seeing rising estate values, often pushing them above the inheritance tax threshold. Our inheritance tax planning in Butcombe helps you reduce or avoid IHT, preserve your wealth, and secure your legacy. We handle everything online with fixed fees and personal service.
Why Act Now?
Inheritance tax is charged at 40% on estates worth over £325,000. If you own property in Butcombe and have savings or investments, your estate may be affected. Proper planning ensures your family inherits more.
Benefits of Early Planning
- Lower or Eliminate IHT – Use gifting, trusts, and allowances effectively.
- Keep Property in the Family – Avoid forced sales to pay tax.
- Fast Probate Process – Help your family settle the estate smoothly.
- Confidence in Distribution – Ensure your wishes are carried out.
How Our Process Works
- Free Online Consultation – A secure video meeting to understand your needs.
- Estate Review – Assessing all your assets and estate structure.
- Custom Strategy – Wills, LPAs, and trusts tailored to your goals.
- Digital Completion – Sign everything online, securely.
- Lifetime Support – Update your plan whenever life changes.
Inheritance Tax Thresholds
| Estate Value | Tax Rate |
|---|---|
| Up to £325,000 | 0% |
| £325,001 – £2 million | 40% |
| Over £2 million | 40% on the excess |
Visit GOV.UK – Inheritance Tax for full guidance.
Common Trusts for Butcombe Clients
- Discretionary Trusts – Adaptable and protective.
- Bare Trusts – Good for straightforward inheritance.
- Interest in Possession Trusts – Provides income now and capital later.
Other Estate Planning Services
Transparent, Fixed Fees
Review pricing before you begin on our pricing page.
FAQs – Butcombe Clients
Can I do everything remotely?
Yes. We’re a fully online estate planning provider.
How much inheritance tax can I avoid?
With early planning, many clients reduce or eliminate their IHT liability entirely.
Where should I start?
Book a consultation or call 0117 440 1555.