The average Inheritance Tax (IHT) bill is £170,000, yet reducing your liability is often simple. Our Free Inheritance Tax Check involves a conversation with a local inheritance tax expert, who will share your exact IHT liability and what steps you can take to reduce it.
Request Your Free Inheritance Tax Check
With a local, well rated Financial Adviser
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Free Inheritance Tax Check:
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What Happens Next
Discuss your questions with your financial adviser (meeting or phone).
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Your inheritance tax check will be free of charge. It gives you the opportunity to discuss general questions, and identify what steps, if any, you should take. It would ordinarily take around 30 minutes. To get the most possible from your inheritance tax check, have ready a summary of your financial situation (savings, debt, incomings, outgoings) and future plans.
If the financial adviser identifies any areas that require more detailed attention, they will be able to provide you with a clear price and proposal. There will be no obligation to continue with that proposal.
How The Free Inheritance Tax Check Works
Financial Advisers are checked against the Financial Conduct Authority Register, and must confirm their 'independent' status regarding investment and pension advice.
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Terms & Conditions:
Once you have requested a free inheritance tax check, we will pass your request to a financial adviser who has agreed to offer VouchedFor users a free initial discussion. It will be the responsibility of you and the financial adviser to ensure the inheritance tax check is conducted. This offer is subject to availability, specific financial advisers may become unavailable depending on demand. If the financial adviser is unable to fulfil the inheritance tax check, where we are notified, and where you have given us permission, we will endeavour to find a suitable replacement as appropriate. While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this service is subject to our terms and conditions.