INHERITANCE TAX PLANNING
Inheritance tax planning in Swansea
Need help with inheritance tax planning? If your answer is yes, then contact Acumen Independent Financial Planning. We are happy to serve clients in Swansea, and throughout South Wales.
"Secure your finances"
At Acumen Independent Financial Planning, we are fully qualified to devise comprehensive financial plans that are in line with the latest tax regulations. We are committed to providing a quality, professional service that meets your needs. Choose our services to secure your wealth and future at the same time. For any queries on investments, contact our team.
Reduce your taxes with our help
It is essential that you set up a will before looking into your inheritance tax planning. Without a will, your deductible tax amount will be calculated by the government. However, with sensible planning, you can easily minimise the amount payable as inheritance tax.
Talk to our experts to find out how we can help you with your inheritance tax calculations. We also give advice on equity release
and commercial finance.
Hassle-free property remortgaging
- Bank balance
- Properties or businesses you own
- Life protection coverage
- Financial investments
- Other valuables
If your inheritance amount falls below the 'nil-rate band' (currently £325,000), you will be exempt from paying inheritance tax for your estate.
Get in touch with us
For inheritance tax planning in Swansea, South Wales, call Acumen Independent Financial Planning on