Inheritance Tax Planning in Stowey
Best Inheritance Tax Planning Stowey: Preserve Family Wealth
Stowey’s charming countryside and attractive properties have pushed many estates above the inheritance tax threshold. Our inheritance tax planning in Stowey helps reduce your IHT bill, safeguard property, and ensure your family inherits your legacy intact. Everything is done online with a clear, fixed-fee approach.
Why You Should Plan Now
Estates worth more than £325,000 are subject to 40% inheritance tax. Without planning, your loved ones could lose a significant portion of your assets. Strategic estate planning reduces this risk and gives you control.
Benefits of Our Estate Planning Service
- Reduce or Avoid IHT – Legal use of trusts and allowances to cut tax bills.
- Preserve Property – Avoid selling the family home to pay tax.
- Fast-Track Probate – Simplify the estate administration process.
- Custom Distribution – Tailor who inherits what and when.
Our 5-Step Online Process
- Book Your Free Consultation – We’ll assess your goals and estate.
- Review Assets – A full picture of your property, savings, and pensions.
- Develop a Plan – Wills, LPAs, and trusts drafted to fit your needs.
- Finalise Online – Digitally sign and store documents securely.
- Review Anytime – We provide lifetime access and updates.
IHT Thresholds Explained
| Estate Value | Tax Rate |
|---|---|
| Up to £325,000 | 0% |
| £325,001 – £2 million | 40% |
| Over £2 million | 40% on the amount above threshold |
Government resource: GOV.UK – Inheritance Tax
Popular Trusts in Stowey
- Discretionary Trusts – Great for managing future inheritance outcomes.
- Bare Trusts – Simple direct gifts to children or grandchildren.
- Interest in Possession Trusts – Income today, capital in the future.
We Also Provide
Fixed, Transparent Fees
We offer fixed-rate services with no hidden charges. See our pricing page for details.
FAQs – Stowey Clients
Can I reduce tax without giving everything away?
Yes. We use strategic trusts and exemptions to retain control while reducing IHT.
Do I need to meet in person?
No, we offer a fully online process.
How do I begin?
Book your free consultation or call 0117 440 1555.