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The rules involved in inheritance tax are complex and it is for this reason alone it is important to discuss your situation with us. As Chartered Financial Planners we will ensure you understand its potential effects on you, whether your loved ones will lose out on some of their inheritance and, more importantly, what can be done to reduce or even eliminate its effects.
The Financial Conduct Authority does not regulate taxation advice.
The value of investments may fall as well as rise. You may get back less than you originally invested.
We will be able to explain risk in more detail. Contact us before making any decisions.