PLAN WISELY TO MITIGATE INHERITANCE TAX IN BEDFORD
In Bedford, Morgan de Vere Wills & Trusts LLP guides families through inheritance tax planning, ensuring that what you leave behind stays with yours.
Let us help you plan your tax strategy today. Contact Us!
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USE OF TRUSTS
We help you use trusts in ways that may protect your assets from inheritance tax while allowing you to retain control over how they are managed. By placing property or investments in a trust, these assets might be excluded from your estate’s value for tax purposes. This approach can help preserve your wealth, potentially allowing your family to benefit more fully with reduced tax liabilities when the time comes.
BUSINESS RELIEF
Our planning services help you secure business relief, which can reduce the taxable value of your business assets by up to 100%. This relief protects your family business or farm from heavy inheritance tax charges, helping to maintain its value for future generations and preserving your legacy exactly as you intend.
GIFTS AND EXEMPTIONS
We guide you through making lifetime gifts that reduce your estate’s inheritance tax liability. Gifts made more than seven years before your death may be exempt from tax, and there are annual allowances for smaller gifts. These options enable you to support your loved ones while lowering the tax burden on your estate over time.
UNDERSTANDING HOW TAX AFFECTS YOUR LEGACY
Our Team Can Explain How Inheritance Tax Applies To Your Estate—Just Give Us a Call For a Calm, Clear Conversation.
