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                                Glamorgan Financial Services Limited is authorised and regulated by the Financial Services Authority
admin@glamorganfinancial.com
Tel:   (+44) 01443 222255
Fax:  (+44) 01443 223227
Impartial Advice and Quality Service
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Protecting your Estate
Unfortunately upon your death the Inland Revenue will tax your beneficiaries at a current rate of 40% on all your estate above the prevailing Inheritance Tax Nil Rate Band. This could be the largest tax demand your beneficiaries may ever face, possibly leading to the sale of asset such as the family home. This situation may be avoided with appropriate advice and planning.
We can advise you in relation to a number of different trusts that can be used to help mitigate any potential Inheritance Tax liability.