Preserve your wealth for future generations

Pass on your assets effectively

I want to plan for my legacy

Thinking about your own mortality can be uncomfortable – discussing it with your family even more so. But as the government is collecting more from death taxes than ever before it’s well worth getting inheritance tax advice.

Inheritance tax or IHT is often described as ‘voluntary’. But with the official government figures topping £5.2bn* at the latest count it would seem to be quite the opposite. Rising house prices and the complexity of the rules mean more and more estates are paying inheritance tax. Good planning may reduce, or even eliminate the potential tax liability.

We can help you with estate planning so that as much of your wealth as possible passes to your chosen beneficiaries rather than HMRC. If you’ve been asking yourself:

What are the various inheritance tax reliefs?

How and when should I go about gifting?

Can you work with my legal adviser to update my Will?

Who can help me? How do my estate plans fit in with my retirement plans?

Tax rules are subject to change and taxation will vary depending on individual circumstances.

Talk to us. To find out more give us a call today or complete the form below.

020 3823 8678

*Source: ONS

We need to talk about death and taxes

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Thinking about your legacy?

You may be asking yourself about...

Estate planning

Should I set up a Trust?
Do I need life insurance?
How do I set up a Power of Attorney?


What gifts can I make?
Will gifts be exempt from IHT?
What are the rules on gifting?

Writing a Will

How often should I update my Will?
How do I choose the executor and beneficiaries?
Is my Will legal?

IHT reliefs

What reliefs are available to me?
How do IHT allowances work?
Is my home exempt from IHT?

Explicit explanations

"Thank you very much for meeting with my wife and I to discuss inheritance tax and other associated issues, at your office. Your explicit explanation of the above matter has clarified a number of important fiscal areas, which has given us further food for thought."
Property Developers, London

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Seven Investment Management LLP is authorised and regulated by the Financial Conduct Authority,
the Jersey Financial Services Commission and the Guernsey Financial Services Commission. Member of the London Stock Exchange.
Registered office: 55 Bishopsgate, London EC2N 3AS. Registered in England and Wales No. OC378740.

The value of your investments and the income from them may go down as well as up, and you could get back less than you invested.

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