Working with Stockdale Asset Management on

Inheritance Tax Planning

Receiving advice about inheritance tax ensures that you can pass more of your estate to your family when you die and less of your wealth ends up being paid to the Government in inheritance tax. As well as your estate being assessed at the point of your death, inheritance tax may also be payable on any gifts you make during your lifetime. So it’s important to know what gifting allowances are available and how to make best use of them.

Hear from our clients

Testimonial

“My wife and I were looking to arrange personal retirement pensions but weren’t sure where to begin looking. Pete was at hand to guide us through the process, explaining in layman terms what options were available to us from start to finish. For his communication, knowledge and understanding of his field, I would not hesitate in recommending Pete to family and friends.”

Dave and Steph Storey

Make an enquiry

Please leave us your details below, or give us a call on 01208 831777

 

Stockdale Asset Management Ltd,
St Ingunger Offices, Lanivet, Cornwall. PL30 5HS
Email: office@stockdaleasset.com
Telephone: 01208 831777
Fax: 01208 831888

 

 

 

Stockdale Asset Management is a trade name of Raymond James Investment Services Ltd (Raymond James) utilised under exclusive licence. Raymond James is a member of the London Stock Exchange and is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales No.3779657 Registered Office Broadwalk House 5 Appold Street London EC2A 2AG. Legal Disclosure. Privacy Policy.

Working with Stockdale Asset Management on

Inheritance Tax Planning

Receiving advice about inheritance tax ensures that you can pass more of your estate to your family when you die and less of your wealth ends up being paid to the Government in inheritance tax. As well as your estate being assessed at the point of your death, inheritance tax may also be payable on any gifts you make during your lifetime. So it’s important to know what gifting allowances are available and how to make best use of them.

Make an enquiry

Please leave us your details below, or give us a call on 01208 831777

 

Stockdale Asset Management Ltd,
St Ingunger Offices, Lanivet, Cornwall. PL30 5HS
Email: office@stockdaleasset.com
Telephone: 01208 831777
Fax: 01208 831888

 

 

 

Stockdale Asset Management is a trade name of Raymond James Investment Services Ltd (Raymond James) utilised under exclusive licence. Raymond James is a member of the London Stock Exchange and is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales No.3779657 Registered Office Broadwalk House 5 Appold Street London EC2A 2AG. Legal Disclosure. Privacy Policy.