Inheritance Tax Planning

More and more people are being caught by the inheritance tax rules; but planning ahead can mean leaving a lasting legacy for your family and saving you £000s.

Covering areas including:


When you die, your estate is valued and tax is payable on anything above the inheritance tax threshold. ‘Estate’ includes things such as cash, home, savings, payouts from some life assurance policies, cars and even works of art.


The first step is knowing whether you have an inheritance tax issue. We can help you work out what does – and doesn’t – count as part of your estate and what your family’s potential liability will be.


Many people feel uncomfortable talking with their family about passing on their legacy, but leaving things until the last minute could mean it’s too late to make a difference.


We aim to help you pass on as much of your wealth as possible by making full use of the various reliefs and exemptions available. We can build an individual succession plan based on your circumstances, giving you peace of mind for your family’s future.

If you’re looking for Inheritance Tax Planning financial advice get in touch with our specialist advisers today ...

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The Logic team provided expert advice and support with all financial matters including insurance policies, mortgages and pensions for me and my family. They always provided me with comprehensive support in a clear and easy to understand way.

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