Inheritance Tax Planning And Estate Planning

Traditionally, significant wealth has passed from one generation to another after death. However, with the creation and implementation of highly effective tax-minimisation strategies, we at Apex put an emphasis on reducing your estate’s potential liability to Inheritance Tax. 

We are able to offer a diverse and innovative approach to this area of your financial planning, using leading specialists in the field to maximise the legacy available for families, as an increasing number are potentially subject to Inheritance Tax. 

A growing number of families are seeking advice on how best to collaboratively manage their wealth through generations, and here at Apex we understand the importance of the issues involved, and our expert advisers are on hand to help. 

The levels and bases of taxation and reliefs from taxation can change at any time.  Tax relief is dependent on individual circumstances.