Inheritance Tax Planning Services
Expert Inheritance Tax Solutions
Lombard Wealth Associates Limited in London offers expert Inheritance Tax Planning Services, helping you minimise tax liabilities through strategic planning and lifetime gifts, helping to ensure more of your wealth is passed on to your beneficiaries.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.
Fast Solutions
Tailored Expertise
Personalised Support
Inheritance Tax Planning Services
Inheritance Tax (IHT) can significantly affect your estate, but with strategic planning, you can minimise its impact. Tailored solutions such as will planning, *lifetime gifts, and tax-efficient funds, ensuring your beneficiaries are well-prepared. We also have access to legal experts who can help manage your estate efficiently and your legacy is protected. We help you navigate changing tax regulations to secure your wealth for future generations.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.
* Will writing and legal services involve the referral to a services that are separate and distinct to those offered by St. James's Place and are not regulated by the Financial Conduct Authority.
Secure your legacy with expert Inheritance Tax advice, contact us now.
Protect Your Estate
Will Planning*
Properly structured wills are essential to minimise Inheritance Taxand help protect your legacy and reduce tax liabilities.
Lifetime Gifts
Transferring assets through lifetime gifts can reduce your estate's taxable value. We guide you on making tax-efficient gifts to benefit your beneficiaries.
Tax-Efficient Funds
Creating tax-efficient funds allows your beneficiaries to pay taxes without impacting their inheritance. We help you establish funds that support long-term financial planning.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.
Lombard Wealth Associates Limited is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products.
The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
SJP Approved 06/02/2025