Estate Planning

The latest receipts for Inheritance Tax (IHT) by HMRC for 2014/2015 tax year amounted to over £3.8 billion (Source ONS)

Estate planning


Long gone are the days when Inheritance Tax (IHT) was the sole concern of the wealthy - more and more people are being caught by this most unfair of taxes.

In many cases the Chancellor receives more of your estate than your family members and it is an area that can be hugely improved upon by taking professional advice.

Granite Financial Planning can help formulate an inheritance tax plan which aims to minimise tax in this area and help ensure your estate goes to your loved ones as far as possible.

We can also offer guidance on Long Term Care issues as this is increasingly becoming an issue for more and more estates.

Paul Gibson has been named Runner Up in the FT Money Management Inheritance Tax planner of the Year categories on two separate occasions.

Granite Financial Planning Ltd is Authorised and Regulated by the Financial Conduct Authority | FCA No. 734432.
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The general financial planning guidance provided in this website is based on our understanding of current law and HM Revenue & Customs practice, which are subject to change in the future. Whilst every effort is made to ensure the content of this website is correct, it does not constitute personal financial advice and Granite Financial Planning Ltd cannot accept any responsibility for it. There is a risk that investment returns may not achieve the desired result. Investments can go down as well as up. The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at Cookies are used on this website to record visitor numbers for analytics purposes.