Tax Planning

Call us at 029 2081 3624 for any questions you may have.

Inheritance tax is something that should be factored into your plans when making a will. Although only a small percentage of estates are large enough to incur inheritance tax it’s important that you know about it. We can help explain the basics of inheritance tax and work out what you’re likely to have to pay.

There are several ways in which you can reduce the amount of tax paid. For example, leaving a legacy to charity, putting your assets into a trust for your heirs and leaving your estate to your spouse or civil partner. These are just a few examples.

Here at CLA Trust & Legacy Planning we understand how confusing tax can be, but with the right planning we can help make it as easy as possible for you.

Please contact us today to arrange an appointment.