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Inheritance tax planning

Inheritance tax planning at Lawson Financial Management

At the moment (2011/2012) inheritance tax is levied on everything you leave over the current nil rate band after you die. Inheritance tax is 40% for everyone. This tax is paid by those that inherit and is deducted from the estate.

That is why it is important to get accurate and honest advice now on the best way to leave your estate, valuables and personal effects to any beneficiaries. 

Happy couples

For further information on inheritance tax planning, call our Basingstoke branch on
01256 840 923 or our Wokingham branch on
0118 9770 497








Inheritance tax is levied on not only your home, but also:

  • Your investments and savings
  • Your car
  • Your furniture and personal effects
  • The proceeds of your life insurance (unless it is written in trust) 

However big or small your inheritance, there are a number of ways to put your money to good use - to help mitigate Inheritance Tax. 

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