Inheritance Tax Planning

With the rise in property prices over the years, an ever increasing number of people are becoming liable to inheritance tax – and that could have a significant effect on the value of your estate and any legacies or bequests you make. At David Ducker Associates, our expertise in these matters gives you a viable and practical way to help minimise your liability – by carefully structuring your financial affairs so that you’re able to fully benefit from the exemptions and the relief to which you’re entitled.
We may recommend investments or trusts, talk to you about lifetime transfers or assurance plans – and whatever the best solution, you can be sure our proposals will meet your particular requirements as appropriately and effectively as possible.