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Inheritance Tax Planning

We work hard to create our estates and to accumulate our assets and knowing that our beneficiaries will lose a large proportion of these in Inheritance Tax (IHT) can really hurt. There are a number of approaches to mitigating IHT and great care should be taken in establishing the most appropriate route for you. Your Cavendish Brooke adviser will explain all aspects of the options available and help you to make the right decisions for you and your family.

We can help with the following:

-  Bare Trusts
-  Discretionary Trusts
-  Discounted Gift Trusts
-  Loan Trusts
-  Gifting
-  Whole of Life Policies
-  AIM (Alternative Investment Market) IHT Plans


"Inheritance Tax is a voluntary levy paid by those who distrust their heirs more
than they dislike the Inland Revenue."

Roy Jenkins - 1986