Financial Planning for...

Dealing with Inheritance Tax

Pass down wealth, not worries

Inheritance Tax is impacting more families today than ever before, making it essential to think about your wealth and how it will be passed on while you’re still here. By planning ahead, you can explore legitimate ways to reduce potential tax liabilities and protect the legacy you’ve worked hard to build.

We’ve got you covered

Committed to your goals

After listening to your objectives for passing down wealth, we’ll explore strategies to help mitigate Inheritance Tax. This may include options like gifting, will planning, and setting up trusts.

Staying ahead of changes

The rules around Inheritance Tax, pensions, and tax-free thresholds are constantly evolving. We stay on top of these changes and will adjust your plan accordingly, ensuring it remains in line with the latest regulations.

Look at the wider picture

You’ve worked hard to build your estate. However, it’s also important to consider the future needs of your loved ones and protect their inheritance, especially in the event of separation or divorce.

We’re in your corner, no matter what

We treat every client who walks through our doors as an individual, and our goal is for you to leave feeling empowered knowing you’ve made the right choices.

When you work with us, you don’t just get a financial planner – you get a team that genuinely cares about you. Each of us brings a different strength to the table, and that’s what makes the CD Financial team so unique.

As part of our service, we also provide advice on insurance and protection. Life is full of uncertainties, and having the right cover in place can give you peace of mind that you are financially protected should the unexpected happen.