020 7637 1606
info@ccibroking.co.uk

Estate and Inheritance Tax Planning


Inheritance Tax (IHT) is a major concern for many of us. Without proper tax planning, we can end up leaving a substantial tax liability when we die, considerably reducing the value of the estate we pass on to our chosen beneficiaries.

 

Minimising our tax liability and maximising what we're able to pass on calls for considerable skill and foresight - and a detailed knowledge of the IHT rules and regulations.

 

Writing Wills and Trusts can help reduce our IHT burden enormously. Discounted Gift Trusts and Gift and Loan Schemes are highly effective but can be complex. Specialist advisers can work closely with you to ensure that your Will helps to reduce or avoid as much lHT liability as possible.

 

Please note that CCI Broking Limited are not authorised to provide investment advice but we can arrange for an Independent Financial Adviser to contact you to provide impartial advice in these areas.

 

If you'd like us to arrange for an Independent Financial Adviser to help you with your Estate and Inheritance Tax Planning please contact a member of our team.

 

Contact details

 

CCI Broking Ltd

2nd Floor, 6 Market Place
London
W1W 8AF

 

Tel. No. 020 7637 1606

Fax. No. 020 7637 1607

 

Email: info@ccibroking.co.uk