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Inheritance Tax Solutions (ITS) is an Independent Firm specialising in Personal Estate Planning, Trusts including Property Protection Trusts, Wills and Inheritance Tax Mitigation.
Our head office is in Hoylake on the Wirral and we work extensively across the North West with over 60 partners including Independent Financial Advisers, Chartered Accountants, Solicitors, Barristers and Stock Brokers.
When it comes to Inheritance Tax or Property Protection – if you have a problem, then we have the solutions.
Our aim is to provide solutions bespoke to your own personal circumstances ensuring that your objectives are fully met – not just now, but at all stages in the future.
DID YOU KNOW?
You can ensure that your home is not sold to fund potential long term care fees; and
You can guarantee your children’s and grandchildren’s inheritance should your spouse/partner remarry or enter a new relationship after your death; and
You can ensure that your estate is protected from divorce or bankruptcy proceedings that your children or grandchildren may be involved in; and
You can guarantee your children’s and grandchildren’s inheritance will only be for their benefit; it could never fall into the wrong hands; and
You can reduce the amount of inheritance tax your beneficiaries may have to pay; and
You can ensure that your Estate is not taxed again and again as it passes down the generations
YOU CAN DO ALL OF THIS BY SEEKING OUR ADVICE
If you have a problem then we have the solution
The initial consultation is entirely at our expense
The initial consultation can be telephone based
We provide a range of products, services and specialist Trust work for clients, including the following:
Single and Mirror Wills for clients to ensure that their wishes are carried out.
Property & Affairs Lasting Power of Attorney.
Personal Welfare Lasting Power of Attorney.
Home Protection Trusts (typically used to protect the family home from a potential threat such as future care fees).
Probate Trusts (used to avoid the need for probate and the associated probate costs).
Discretionary Trusts within Mirror Wills, thus allowing certain clients (for example unmarried partners) to make use of both their (£325,000) Nil Rate Bands. Currently, this can reduce the potential Inheritance Tax liability, on second death, by £130,000.
An Inheritance Tax Advisory Service.
Probate and Estate Administration.
Deed of Variation through our consulting barristers.
Life Policy Trusts / Pension Trusts / Death In Service Trusts.
Excluded Property Trusts (typically for Estates valued between £1,000,000 and £10,000,000).
This firm is a Member of the Institute of Professional Willwriters and complies with their Code of Practice.