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Inheritance Tax Planning

Inheritance Tax is a ticking time bomb which affects a rapidly growing number of people. The majority of us would prefer our hard-earned assets to pass to our families rather than the chancellor when we die.

A large proportion of our wealth or estate, including the family home, investments, insurance policies not in trust, or even family heirlooms, might have to be sold in order to meet the IHT liability on death, unless proper steps have been taken to protect your wealth. Simply not preparing for IHT is like asking your loved ones to sit down and write a very large cheque to HMRC.

Advice from Watermark could be invaluable in helping to keep your hard earned assets within your family.

Investments, Savings & Inheritance Tax

Investments, Savings & Inheritance Tax

We understand that every investor is unique, you want your savings to work for you and when it comes to passing on your assets, you want your loved ones to receive your wealth, not the tax man

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Retirement Planning

Retirement Planning

The State Pension alone will not be enough to ensure a comfortable retirement so it is worth reviewing your options as
soon as you can.

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