Find a financial advisor to help you plan your estate for inheritance tax

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Inheritance tax planning advice costs in Okehampton

If your estate (all the things you own) is over a certain value, it will be subject to inheritance tax (IHT) when you die. You can be charged 40 on anything over £325,000, so it's important to be as tax-efficient as possible to prevent your beneficiaries from losing a lot of their inheritance to tax.

A financial advisor can help you arrange your finances to reduce your IHT. They charge between 1-2 of the value of the assets they're advising you on, but this varies depending on your location, how complicated your financial situation is and the value of your estate.

Find out how much a financial advisor in Okehampton will charge to help you with inheritance tax planning advice.

Estimates for inheritance tax planning advice near Okehampton
  • How much does inheritance tax planning advice cost?
  • What is inheritance tax and how does it work?
  • How much is inheritance tax?
  • When do you pay inheritance tax?
  • How to avoid inheritance tax
  • What is the 7 year rule in inheritance tax?
  • Who pays inheritance tax on gifts?
  • Do you have to pay inheritance tax before probate?

  • Estimates for common financial advisor jobs in Okehampton;

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    Rates for other Okehampton trades

    Inheritance tax planning advice cost in Okehampton
    Inheritance tax planning advice cost in Okehampton
    Business name
    Andy Hawkins at 2Plan Wealth Management, Okehampton, EX20
    Hansford Bell Financial Planners, Devon, PL19