Our financial advisors work with Bedford clients to minimise the impact of Inheritance Tax on beneficiaries. We’ll structure your estate effectively, and use strategies such as gifting, and trusts. Learn More
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Inheritance Tax applies if the estate you wish to pass on after your death is worth more than £325,000 – this is known as the nil-rate band. Your liability for Inheritance Tax is calculated by adding up the sum total of your assets, including:
- Possessions (property is included)
- Pension Funds
The nil-rate band is subtracted from the total, and what remains is taxed at a rate of 40%.
Inheritance Tax planning allows Bedford clients to pass on as much of your estate as possible to your chosen beneficiaries, rather than HMRC. The use of ‘gifting’ and the creation of ‘trusts’ are key components in the development of an effective Inheritance Tax strategy.
Bespoke inheritance tax planning for Bedford clients
Wealth management agency providing specialist services
We have learnt that our best work is founded on a clear and comprehensive understanding of our clients’ needs. That’s why we take time to listen; every life is unique, and we tailor our tax planning to each unique client.
Our wealth management advisors provide bespoke inheritance tax strategies, based on our Bedford clients’ existing estate and the beneficiaries they wish to benefit from it. You’ll receive a detailed commentary which explains exactly how the strategy aligns with your requirements.
It’s impossible to eliminate risk from our lives; what we can do, though, is to design strategies that are flexible enough to change if necessary. As a Harpur Wealth Management client, you’ll be invited to regular review meetings where you can discuss any changes that may require adaptation.
Call us today, and see how we can help
We create bespoke financial strategies tailored for you
Harpur Wealth Management have worked with clients throughout Bedford, including: Kempston, Putnoe, Clapham, Salph End, Elstow, Clapham, Cardington, Biddenham, Bromham and Oakley