Gemini Wealth Management

deliver independent
professional,
unbiased
advice.

Tools and Calculators

Take a look at our range of online tools & calculators.

FREE Downloads

Complete our online registration and gain access to ALL our financial guides FREE of charge.

Inheritance Tax

Inheritance Tax - now affects millions of people - and not just the super-rich. Rising house prices and increased personal wealth mean that many of us now have assets in excess of the modest threshold.

Did you know that in the event of your death:

  • Inheritance tax is payable at a rate of up to 40%
  • Assets in excess of £325,000 could be liable to Inheritance Tax (2017/18)
  • Giving away your assets before you die may not avoid Inheritance Tax
  • Gifting your house while still living there will not avoid an IHT charge
  • The Government collected £3.4 billion in 2013/14*

*Source National Statistics

Despite the fact that Inheritance Tax is payable on death, it is viewed by many as a voluntary tax. With clever financial planning and an effective Will your Inheritance Tax liability can be legally reduced or even avoided altogether.

Gemini advisers are able to help reduce or in some cases eliminate your IHT liability.

For more information on Inheritance Tax Planning, call us FREE on 0800 255 0123 or [click here] for one of our advisers to contact you.

Live Help

Request Call Back

 

Fill in the form below and an adviser will contact you.

Name:
Contact Number:
Nature of Enquiry:
Time To Call:



Please enter the code shown into the field below to submit your enquiry.

 
 

Gemini Wealth Management Ltd is Authorised and regulated by the Financial Conduct Authority Registered in England & Wales No. 5919877 Registered Office: Gemini House, 71 Park Road, Sutton Coldfield, West Midlands B73 6BT The Financial Conduct Authority does not regulate tax and trust advice, will writing and some forms of buy to let mortgages. The guidance and/or advice contained in this website is subject to regulatory regime and is therefore restricted to consumers based in the UK.

© Gemini Wealth Management Limited