Inheritance Tax Planning

Inheritance Tax Planning is about planning ahead to minimise the uncertainties surrounding how your estate will be managed and how it may be taxed.

Inheritance Tax is sometimes referred to as ‘Voluntary Tax’ because with careful financial planning your estate may only have to pay a greatly reduced tax or even no tax at all in some cases.

There is a lot to consider when thinking of tax and IHT planning and a fully qualified advisor can guide you through the hurdles.

How Crystal Asset Management Can Help With Inheritance Tax Planning :

  • We understand this from an International perspective – especially when it comes to helping expats.
  • We understand the finer points associated with this that not everyone maybe aware of.

Inheritance Tax Planning

Set up a Trust

Making a Will