Inheritance Tax (IHT) will ruin your legacy. The longer you wait to plan, the more the estate is liable to the 40% tax hit on anything above the £325,000 threshold. At Artema, we develop bespoke plans to gift with the possibility to amend and alter to ensure you secure your legacy so that your beneficiaries get all they can.

How Does Inheritance Tax Work?

Inheritance Tax is charged on the date of your decease against the value of your entire estate, meaning that anything from your house to savings accounts to stocks and shares will be included. The important numbers are:

Exemptions & Reliefs – Gifts under the annual exemption, gifts to charities, gifts to spouse & business property relief

How Artema Can Assist

Our experts can help you with:

✔ IHT calculations & submissions

✔ Trusts & gifts that minimize the exposure

✔ Wills & wealth strategies that may help minimize tax

Protect Your Legacy Now

With proper wealth strategies your family has the opportunity to retain the wealth vs giving it to HMRC.

Contact Artema now for expert inheritance tax guidance.