Inheritance Tax Planning

Inheritance Tax Planning is commonly known as “Bloodline Planning” – ensuring that your assets reach your children, grandchildren and other relatives, rather than ending up in the wrong hands or indeed, the hands of the Chancellor!


With the strategic use of Trusts Jackson Calvert, in conjunction with Countrywide Legal Services Limited, can ensure that your children and grandchildren are able to benefit completely from the inheritance you want them to receive and at the same time, protect the family home and other assets from being lost to the costs of Long Term Care.


We tailor our advice and planning solutions to suit each individual requirement and needs. Have you considered for example, what might happen in the following situations:

  • If your surviving spouse were to remarry? How would this affect your own children if he/she later changed their will in favour of the new spouse and any subsequent children?
  • If you have children from a previous marriage. How do you ensure that they get their fair share?
  • If your children are very young or have special needs. How can you ensure that they are fully provided for?
  • If you have worked hard to build up a business. Surely you would want to protect this for your family too?


Do you really want to leave it all to chance? Jackson Calvert and Countrywide Legal Services can offer you advice on all aspects of Inheritance Tax Planning to ensure that ALL your assets are fully protected. Call us now on 0121 355 0404 to book your FREE 1:1 Seminar.

 

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