Inheritance Tax Planning in Marksbury
Best Inheritance Tax Planning Marksbury: Safeguard Your Legacy
Marksbury’s peaceful countryside and steadily rising home values have made estate planning more essential than ever. Our inheritance tax planning in Marksbury helps you reduce tax, protect your estate, and ensure your wishes are fulfilled—without unnecessary financial losses. Our process is fully online and delivered with fixed, transparent fees.
Why Plan for IHT Now?
Inheritance tax applies at 40% on estates valued over £325,000. If you own property or have built up wealth through pensions and savings, your family may face a large tax bill. Strategic planning now prevents surprises later.
What You Gain From Planning
- Minimise or Eliminate Tax – Take advantage of allowances and exemptions.
- Preserve Family Property – Avoid selling assets to pay tax.
- Simplify Probate – Reduce paperwork and delays for your family.
- Peace of Mind – Your assets are protected and your wishes are known.
How It Works Online
- Book Your Free Video Consultation – Discuss your goals with our legal team.
- Asset Review – Analyse estate value including property and pensions.
- Tailored Plan – Draft wills, LPAs, and trusts suited to your needs.
- Digital Execution – Sign and store documents securely online.
- Ongoing Access – We’re here to update your plan as your circumstances evolve.
Inheritance Tax Bands
| Estate Value | Tax Rate |
|---|---|
| Up to £325,000 | 0% |
| £325,001 – £2 million | 40% |
| Above £2 million | 40% on amount over threshold |
More info: GOV.UK – Inheritance Tax
Trusts for Marksbury Estates
- Discretionary Trusts – Control asset access and future flexibility.
- Bare Trusts – Direct gifts for younger family members.
- Interest in Possession Trusts – Provide income and long-term protection.
We Also Offer
Fair, Upfront Pricing
All our services are fixed-price. Review options on our pricing page.
FAQs – Marksbury Clients
Is everything handled online?
Yes. We work completely remotely to keep your planning convenient and secure.
How much IHT can I avoid?
With the right structures in place, many clients eliminate or drastically reduce inheritance tax.
How do I start?
Book a free consultation or call 0117 440 1555.