On death, the first £325,000 (2011 / 2012) of an individual's estate is taxed at 0% and is therefore not liable to Inheritance Tax. Married couples and registered civil partners benefit from a ‘joint’ allowance of £650,000 if the full allowance is passed to the surviving spouse. Anything in excess of this amount is currently taxed at 40% on death.
There are a number of ways to reduce your potential exposure to Inheritance Tax. There is no ‘one size fits all’ approach and we offer individual solutions, which we are happy to discuss in more detail with you. Click here to find out more or to speak to one of our financial consultants. |
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deVere United Kingdom is a trading name of deVere and Partners (UK) Ltd, which is
authorised and regulated by the Financial Services Authority (469151).
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NOTICE: Please note that we never cold call clients with investment recommendations.
If you are in any doubt about the legitimacy of an adviser you speak to, please
do one of the following: drop us an email at
uk@devere-group.com, call us on 0845 224 0035, or check the FSA Register as each of our
advisers are individually named and registered with the FSA.
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NOTICE: deVere United Kingdom are aware of another company with the same name trading
out of Swindon, Wiltshire, cold-calling individuals and directing them to our website
for false assurance of their credibility. Please note that we never cold call our
customers, and have no affiliation whatsoever with this firm. You should only deal
with firms which appear on the FSA Register. For more information, please see the
notice on the FSA website: http://www.fsa.gov.uk/pages/Doing/Regulated/Law/Alerts/unauthorised.shtml
Please call us on
0845 224 0035 if you have any concerns.
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