Efficient Estate Planning: How to reduce your inheritance tax bill, maximise your legacy and simplify your estate - Softcover

Smith, Matthew

Softcover

ISBN 10: 1999645006 ISBN 13: 9781999645007

Publisher: Matthew Smith, 2018

Synopsis

Inheritance tax used to be the preserve of only the wealthiest in society, but with rising property and asset prices more ordinary people have been pulled into its grasp. In Efficient Estate Planning, Matthew Smith will guide you through easy strategies to reduce your inheritance tax bill immediately, thereby maximising the value and impact of your legacy and simplifying the process for your family of dealing with your estate. The book is suitable for inheritance tax beginners and experts alike. In Efficient Estate Planning you will learn: How to use the secrets of the top 0.1% earners to reduce your IHT bill. The hidden clause in your will that could cost your family thousands in unnecessary legal fees. A strategy you can implement today to save over £3,000 in IHT every single year. How to make large gifts to your family without worrying about the ‘seven-year rule’. How the correct groundwork can save your family hours of time and hassle. How to protect your estate from divorce, bankruptcy and many other ‘social impacts’.

About this title

About the Author

Matthew Smith is the Managing Director of Buckingham Gate Chartered Financial Planners, a financial planning practice in the heart of London with specialist estate planning expertise. He works with clients to reduce their inheritance tax liabilities, help them retire years early and make the most of their investment portfolios. As adviser to some of the UK’s wealthiest families, Matthew understands the methods that the top 0.1% use to minimise their IHT liabilities and simplify their estates. Matthew holds a Masters (MSc) in Financial Planning, is a Chartered Financial Planner, Certified Financial Planner and Chartered Wealth Manager as well as being an affiliate member of STEP (The Society of Trust & Estate Practitioners). He has presented to thousands of people on inheritance tax planning at his monthly seminars and has been featured in The Times, the Telegraph, the Financial Times and has spoken on BBC Radio 5 Live.

Edition details

• Publisher: Matthew Smith
• Publication date: 2018
• Language: English
• ISBN 10: 1999645006
• ISBN 13: 9781999645007
• Binding: Paperback
• Number of pages: 162