Cutting Inheritance Tax

Reducing inheritance tax bills

Equity release schemes are in many cases used to limit exposure to inheritance tax. In 2009 / 10, inheritance tax thresholds apply to everything remaining in the estate valued in excess of £325,000. Importantly, the figure includes the value of your home.

Equity release schemes are often utilised to mitigate the amount of this inheritance tax. They could be used, for example, to give a child or grandchild the deposit to buy their own property, thus reducing the overall value of the estate, and limiting the amount of inheritance tax due.

Our advisers will discuss your particular circumstances and discuss in detail how equity release can reduce inheritance tax bills. Please see the following section to find out about your free consultation.

Free consultation

The Financial Services Authority recommends that those considering equity release should consult with independent financial advisers such as us before taking any decisions. We offer free consultations to allow you to find out more about equity release and the opportunities that it offers for you. To arrange a free consultation please click the following link >Equity release consultation