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E Smart Money Nov/Dec Edition

The new edition of Beckett e smart money is now available, please take a look at the contents and follow the link to download your copy.

Inheritance Planning

Minimising tax and maximising inheritance

Escalating property prices have meant that the value of many estates have risen above the threshold for inheritance tax. More families are in danger of paying away a significant proportion of their wealth unnecessarily. Unless a strategy is put in place in time to address the problem of Inheritance Tax, your dependents may be left with a sizeable tax bill after your death.

With sensible legitimate planning, it is usually possible to reduce or even remove any inheritance tax liability. As a part of your Wealth Management Plan our consultants can guide you through the most effective methods of securing your family’s inheritance and minimising inheritance tax.

We are authorised and regulated by the Financial Services Authority. For further details please visit our regulatory page

The Beckett Investment Management Group

Dettingen House, Dettingen Way, Bury St Edmunds, IP33 3TU
Tel: 01284 754500 | Fax No: 01284 773701

8 Nursery Court, Kibworth Business Park, Harborough Rd, Kibworth, Leicestershire, LE8 0EX
Tel: 01162 756181 | Fax No: 01162 494435