Traditionally, IHT has been regarded as a tax on the wealthy but today, with many people’s family homes valued in excess of this threshold, it is now more important for the majority of people to consider inheritance tax planning.
INHERITANCE TAX
As Independent Financial Advisors and Wealth Managers, we are here to help you navigate the significant changes to Inheritance Tax (IHT) and Pensions announced in the Autumn 2024 Budget. These changes may have a substantial impact on your financial planning and we are committed to providing expert guidance tailored to your unique situation.
The Autumn 2024 Budget introduced major changes to IHT, particularly affecting pensions and relief on AIM shares, Businesses and Agricultural Property. Our advisers can:
With defined contribution pensions becoming subject to IHT from 6th April 2027, it is crucial to review your pension arrangements. We can:
The changes to Business Relief and Agricultural Property Relief may affect your estate planning. Our team can:
With changes to Business Relief on AIM-listed shares, your investment portfolio may need reassessment. We offer:
Tax laws and financial regulations are constantly evolving. We provide:
Expertise: Our team stays up-to-date with the latest tax and financial regulations
Independence: We offer unbiased advice, free from ties to specific products or providers
Personalised Service: We tailor our recommendations to your unique financial situation and goals
Holistic Approach: We consider all aspects of your financial life to provide comprehensive advice
Don’t let the complexities of the Autumn 2024 Budget, the new IHT and Pension rules overwhelm you.
Contact us today by clicking here to request a meeting and ensure your financial strategy is optimized for the new landscape. Together we can navigate these changes and secure your financial future.
To read more about the changes to IHT and Pensions click here.
Additionally, for more information regarding ALL changes from the Autumn 2024 Budget, please click here.
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Fogwill & Jones Wealth Management is a trading name of Fogwill & Jones Asset Management Ltd.
Fogwill & Jones Asset Management Ltd is authorised and regulated by the Financial Conduct Authority. FCA number 433208. Registered in England and Wales. Registered office: DeVere House, 4 Acorn Business Park, Woodseats Close, Sheffield, S8 0TB. Company registration number 5459286. VAT Reg No 859 4216 95.
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The Financial Conduct Authority does not regulate Will Writing, Taxation and Trust advice. Not all Inheritance Tax Planning solutions are regulated by the Financial Conduct Authority. The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore targeted at clients based in the UK.
