“A voluntary tax paid by those who distrust their heirs more than they dislike the Inland Revenue”. That is how Roy Jenkins viewed the payment of Inheritance Tax back in 1984.
Over the last number of years since then, many people have left their children and dependants an unnecessary tax burden. Are you one of them?
Many individuals think that the only way to avoid inheritance tax is to either lose control of the money by giving it away or to spend it. There are however many other options available which allow you to retain control and access to your assets, but at the same time shelter them from the vagaries of Inheritance Tax.
At IDS Wealth Management we have a team of experts who can not only provide advice on a range of suitable trusts that can be used to mitigate Inheritance tax, but also construct an investment proposition that is tailor made to meet your objectives and risk profile.
We regularly bring together the accountancy expertise of Irwin Donaghey Stockman and work alongside the legal profession to ensure you are making use of every possible tax opportunity available.
