Inheritance Tax

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Inheritance Tax is often described as a voluntary tax. This does not mean that at the time you die the Revenue asks whether you would like to pay the tax or not. However it is a voluntary tax in the sense that if you take reasonable steps in good time, the tax can be avoided. Usually the tax is easy to calculate. When you die the first £325,000 is exempt and everything else is taxed at 40%. If you are a widow or a widower then you will normally benefit from the transferrable Nil Rate Band so that your allowance will double to £650,000. However this is not always the case.

The rules around Inheritance Tax are very complex. There is usually a lot at stake and it therefore makes sense to take advice from a company which specialises in IHT Planning. Our advice is user friendly. We find that there is little point in offering a solution which clients don’t like and which they will not implement.

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If you would like to know more then call one of our advisors now on 01292 773104.

You will never be pressured or given the hard sell by Active Estate Planning. We believe the quality of our products and our customer service do all the selling we need.

Plan Calculator

If you are between 50 and 75 years old we can offer you a low cost monthly payment option for your plan. We can still provide you with a plan if your age falls outwith this age bracket. Please call one of our advisors to discuss your requirements.

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Use our free online calculator to get a quick estimate on the likely cost of your retirement pre-paid funeral plan.

Our market leading funeral plans come complete with of a will and power of attorney included. You can save up to £400 in upfront costs. And with plans starting for just 40p a day you can relax and enjoy your retirement.

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Please contact me with information on funeral and estate planning

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Funeral Plans

When you take out an Active Estate Planning plan, all of your funeral wishes are captured so your family is fully informed of your personal requests and wishes.

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Wills

A Will is the most effective way of expressing your final wishes and enables you the control to specify who inherits the personal assets that you have obtained over the years.

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Power of Attorney

As we get older, each of us faces a significant risk that we will lose our ability to deal with our affairs; A Power of Attorney is essential to effectively plan ahead and protect your family.

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Family Protection Trusts

Family Trusts can reduce high solicitor fees for probate and executory when someone passes away which means assets are distributed to families when they need it most.

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Inheritance Tax

Inheritance Tax is often described as a voluntary tax. This does not mean that at the time you die the Revenue asks whether you would like to pay the tax or not.

Find Out More
Retirement plan Ayrshire

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Please contact me with information on funeral and estate planning