MI Wealth Management


Independent Investment Advice

Call us on: 01225 771540
or email us at: mail@miwm.co.uk

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Inheritance Taxation

Understanding that your estate is potentially liable to tax at 40% on any value above the ‘nil rate band' (£325,000 in the tax year 2009/10 rising to £350,000 by 2010/11) is not difficult, but ensuring that the correct planning is in place to avoid the tax almost certainly is. It is important to obtain first class advice.

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

 

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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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( FSA Registration No: 190859).  All contents of this website are deemed to be correct as at the last site update. We have made great efforts to ensure the accuracy of the information provided and do not accept any responsibility for errors or omissions.