Pensions & Investment Partners LLP provide exceptional Pension and Investment Services across Leeds

Inheritance tax (IHT) has been an increasingly good source of revenue for the Exchequer, particularly with house price inflation in the UK, driving up the value of people’s estates. The traditional responses have been to “meet the tax” or “beat the tax”. Quite often, the solution is somewhere in between.

In any case IHT and Estate Planning is a very complex field, but some fairly straightforward actions can provide succour, such as:-

• Reviewing Wills with your solicitor
• Subject to affordability, using the various IHT exemptions, reliefs and allowances
• Lump sum investments into various Trust arrangements
• Life Assurance policies written in Trust for beneficiaries.

Pension & investment Partners LLP are competent to advise in these areas. Once again the process would be similar to that as outlined earlier in the section under “Savings & Investments”.




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	Inheritance tax (IHT) has been an increasingly good source of revenue for the Exchequer, particularly with house price inflation in the UK, driving up the value of people’s estates. The traditional responses have been to “meet the tax” or “beat the tax”. Quite often, the solution is somewhere in between. In any case IHT and Estate Planning is a very complex field, but some fairly straightforward actions can provide succour, such as:- • Reviewing Wills with your solicitor • Subject to affordability, using the various IHT exemptions, reliefs and allowances • Lump sum investments into various Trust arrangements • Life Assurance policies written in Trust for beneficiaries. Pension & investment Partners LLP are competent to advise in these areas. Once again the process would be similar to that as outlined earlier in the section under “Savings & Investments”.	Address Suite 3, Realtex House, Leeds Road, Rawdon, Leeds, LS19 6AX Tel 0113 202 9529 Fax 0560 114 0528 Email Us bernard@pipllp.co.uk gareth@pipllp.co.uk

HOME \| ABOUT \| KEY FACTS \| SUMMARY \| CONTACT \| USEFUL LINKS \| GLOSSARY UfindUs finds Financial Advisers Trading and Registered Office Address: Suite 3 Realtex House, Leeds Road, Rawdon, Leeds LS19 6AX. Tel 0113 202 9529 Fax 0560 114 0528 Pension & Investment Partners LLP is a Limited Liability Partnership Registered in England and Wales,Partnership No. OC323236 and is authorised and regulated by the Financial Services Authority. FSA No. 459533 Advice on taxation, trusts and wills is not regulated by the Financial Services Authority

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