Inheritance Tax Planning in Frampton Cotterell
Best Inheritance Tax Planning Frampton Cotterell: Protect Family Wealth
With rising property values and growing estates, families in Frampton Cotterell are increasingly affected by inheritance tax. Our inheritance tax planning in Frampton Cotterell ensures your assets are protected, your legacy is secure, and your estate is passed on with minimal tax. We offer a fully digital experience with transparent, fixed pricing.
Why Inheritance Tax Planning Matters
IHT applies at 40% on estates above £325,000. For many local residents, this includes their home, pensions, and savings. Without proper planning, this could lead to a large tax bill for your loved ones.
Benefits of Proactive Planning
- Reduce Tax Liability – Use legal allowances, gifts, and trusts.
- Preserve the Family Home – Avoid the need to sell property to pay tax.
- Control Distribution – Set out who gets what and when.
- Streamline Probate – Avoid costly delays and stress for family members.
Our Seamless Online Process
- Initial Consultation – Free video call to assess your situation.
- Asset Review – We evaluate your property, pensions, and savings.
- Strategic Planning – Implement wills, LPAs, and the right trusts.
- Finalisation – Sign all documents securely online.
- Lifetime Adjustments – Update your plan whenever your situation changes.
IHT Thresholds
| Estate Value | Tax Rate |
|---|---|
| Up to £325,000 | 0% |
| £325,001 – £2 million | 40% |
| Above £2 million | 40% on excess |
See the full government guide: GOV.UK – Inheritance Tax
Popular Trusts in Frampton Cotterell
- Discretionary Trusts – Flexible and tax-efficient control of your assets.
- Bare Trusts – Ideal for direct gifts to beneficiaries.
- Interest in Possession Trusts – Provide income to one person while preserving capital.
Other Services We Provide
Fair, Fixed Pricing
View all our fees on our pricing page. No hidden costs.
FAQs – Frampton Cotterell Clients
How soon can I start?
Book a free consultation today to begin planning your estate.
Do you offer in-person meetings?
We offer a fully digital service, but in-person options can be arranged on request.
Is a trust necessary?
Not always, but trusts are a powerful way to reduce tax and protect your assets.