It is important that your estate is reviewed regularly. Simple steps can be put in place to reduce or even mitigate your liability. Let us review your situation and advise accordingly.

• Trusts
• Nil Rate band
• Gifts
• Potentially Except Transfers (PETs)

Having worked and paid taxes all your life why risk paying more than you should in the form of inheritance taxation. Please contact us for advice on the most appropriate choice for your current needs and circumstances for protecting yourself from such a liability.

Mitigate unecessary inheritance taxation, plan for it!!

"The Financial Conduct Authority does not regulate
Will writing, and taxation and trust advice"

Contact Hilton on 01642 597977 to discuss your inheritance taxation planning, alternatively fill out the "request a call back form" to the right handside of this page or email enq@hiltonwfs.co.uk

"Levels and bases of and reliefs from taxation are subject to change and their
value depends on the individual circumstances of the investor"