Inheritance Tax Planning

Inheritance Tax Planning

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Benjamin Franklin was right when he said, the only two certainties in life are death and taxes, and when it comes to inheritance tax, the two collide.

Helping you protect your wealth is an important part of what we do and one thing is certain, you need to plan to protect your wealth from what is known affectionately as inheritance tax (IHT).

Working in tandem with you and your family and Create Wealth’s legal and accounting specialists we provide innovative, high quality and proven tailored solutions that will reduce, minimise or even eliminate your inheritance tax liability.

Our Head of Paraplanning is a member of the Society of Tax and Estate Practitioners (STEP) and provides an excellent in-house resource for IHT and Trust advice.

Importantly, our recommendations always take into account your need to access your capital, income, growth or a combination; essentially meeting your general day to day needs now so that you can still enjoy your life to the full whilst mitigating inheritance tax in the future.

If you think that IHT may affect your wealth and the amount that your children or family will inherit please get in touch. It’s better to do something sooner rather than later to ensure your heirs don’t have to face an unnecessarily large IHT bill when you die.

What Our Clients Think

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I have been a client of Peter Davies and Create Wealth Management for about 10 years now and have been consistently impressed and delighted with the care and attention Peter has always shown in understanding my needs. From the time he put in place arrangements to relieve me of my inheritance tax liabilities to the ongoing monitoring of my investment funds he has ensured that I have enjoyed both a regular income and capital growth from them; just exactly what I requested.

Mrs M Howell, Newport, Pembs.

After selling our Homecare business we felt we needed sound advice on where to invest, we wanted to speak to someone who we could feel comfortable with and who would understand our needs. After some searching we were pointed in the direction of Create Wealth and in particular Stephen Ng. We immediately felt comfortable with Stephen and he fully understood our fears and our needs. He guided us through all our options, explaining everything in detail. He encouraged us to ask as many questions as needed. When the time came Stephen also helped with dealing with my private pensions, even though ...

Mrs Denise Wells, York

Stephen has been looking after my financial portfolio since selling my business, with twice yearly reviews which he always works around my diary, no matter where I am. Over the years Stephen has provided me with excellent advice, always taking into consideration my likes/dislikes about certain financial products and through providing me with alternative ideas he has given me great comfort in knowing my financial portfolio is save and on track for my retirement.

Ms. Jane Walsh, Hapton, Lancs

I have known Stephen for over 15 years. I have always been very impressed by his calm professionalism and integrity. I know he maintains excellent CPD standards and has the gift of being able to present his advice to his clients in an accessible fashion but without in any way compromising the quality of that advice. It is evident that he prepares very thoroughly for meetings with clients. I have been grateful to Stephen for the advice he has given to me and the considerate manner in which he has advised my parents over very many years.

Richard Breeze, Bridgend

We value Stephen’s opinions greatly. He has a thorough understanding of our needs and requirements on all financial matters. Over the years, Create Wealth have advised and assisted us on mortgages that suited our situation along with expert advice on life policies and pensions. I have always felt that my interests were their priority.

Mr. T. J. Astle, Fleet, Hants