Inheritance Planning

Under current legislation your estate is potentially liable to tax at 40% on everything above the ‘nil rate band' (£325,000 in the current tax year 2009/10 rising to £350,000 by 2010/11) so expert planning is vital to help mitigate the effect of the tax and ensure that the maximum amount possible passes to your beneficiaries and not the Exchequer.

More detail can be found under Inheritance Tax on our site.

MI Wealth Management is a trading style of MI Financial Planning Ltd.   Registered in England No. 07096855.   Registered Office: The Long Barn, Paxcroft Courtyard, Trowbridge, Wiltshire, BA14 6JB.
MI Financial Planning Ltd is an appointed representative of The Whitechurch Network Ltd, which is authorised and regulated by the Financial Services Authority.

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