Inheritance Tax and Trusts

Inheritance Tax and Trusts; Showing You Care

Death is something that nobody likes talking about, but, like most events in life, it’s easier for those you care about if it’s been considered. BCM Wealth Management can help you to ensure any financial arrangements relating to inheritance tax and trusts are left exactly as you wish when you are no longer around to control them.

Being open and honest is integral to how we work at BCM Wealth Management. Planning for Inheritance Tax is a really important part of later life planning, and we have the common goal of putting plans in place so the majority of your estate doesn’t end up going towards a potentially large tax bill. We will help you to leave your beneficiaries with clear, concise instructions on how to handle your estate, and ensure that your assets are left in the hands of those that you have nominated.

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Inheritance Tax Advice

If you take the time to work with an expert on Inheritance Tax Planning, there are methods that you can use to limit the impact, and reduce the Inheritance Tax bill you’ll leave behind:

  • Be smart with your Will* - ensure it is maintained and updated regularly, as well as written and structured in a way that completely reflects your wishes
  • Lifetime gifts – a win-win, you get to see your loved ones enjoy their inheritance
  • Consider a tax-efficient fund that is structured to reduce tax liability

*Will writing involves the referral to a specialist whose services are separate and distinct to those offered by St. James's Place and along with Trusts are not regulated by the Financial Conduct Authority.

Intergenerational Wealth Management

The world has changed dramatically over the last 100 years. People are living longer, and rather than waiting until after your death for your Will to be active, your wealth can benefit your family in life. Intergenerational wealth management ensures that your money works harder now, in order to benefit those important to you before your passing.

BCM Wealth Management Trustee Services and Expertise

With access to the Genus Trust Company Limited services through St. James’s Place Wealth Management, we give our clients the opportunity for expert trustee assistance and a range of solutions when it comes to financial planning.

Financial planning can be a sensitive and detailed topic when looking into clients’ wishes, trustees and beneficiaries. Genus Trust Company Limited ensures that the process is smooth, straightforward and works in a way that ensures a client’s best interests are always at heart.

When it comes to inheritance tax planning and trustees, BCM Wealth Management will help you to protect your arrangements, ensuring that it perfectly reflects your wishes.

Pop into our Stamford office on Ironmonger Street or give us a call on 01780 437 500 and speak to one of our friendly team for more information on inheritance tax and trustee plans.

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 involves the referral to a specialist whose services are separate and distinct to those offered by St. James's Place and along with Trusts are not regulated by the Financial Conduct Authority.