Making sense of wealth preservation

Control, mitigation and planning to help you protect your estate

Protecting your wealth

The IHT Bureau (“IHTB”) was created to help provide, support, guidance, control and mitigation of UK taxes on your wealth. Inheritance tax is a tax on the estate (property, money and possessions) of someone who has died. As the value of assets have increased in recent years, more, and more people will be paying this punitive tax rate of 40%.

It is now, more than ever, essential that you look to take control of this issue to potentially avoid losing tens or even hundreds of thousands of pounds in tax to the Exchequer.

As with all UK tax legislation, the rules can be complex, so it is essential that you seek solutions to help control, plan and mitigate this tax charge. IHTB be here to help you through the legislation, provide you with a plan of action and save you and your family potentially substantial tax costs.

How can we help you?

Last year, the UK Government collected £5.3 billion in inheritance (tax source, HMRC Revenue & Customs) with a large number of people not taking the necessary steps to protect their wealth for future generations.

After spending a lifetime building your wealth, your beneficiaries could end up paying 40% of your estate to the Government. It is essential to understand how the tax is applied. IHTB will assist you along with your other advisers to help you understand the process, and help you create a plan to either limit or even mitigate the tax where possible.

Protecting your pension with The LTA Bureau
Protecting your pension with The LTA Bureau - Why choose us

Why choose us?

When it comes to protecting your wealth, we have the experience and knowledge to make impactful plans and key mitigation for your benefit. Our small team has over 60 years of experience in the finance and pensions industry, supporting our clients in understanding, critical financial concerns and achieving the best outcome for your long-term wealth protection.

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