Equity Release Help

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Equity Release and Inheritance Tax

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Equity Release and Inheritance Tax Planning

Equity Release plans can also be a way of cutting Inheritance Tax bills. Inheritance Tax is levied at 40% on everything left behind over £325,000 (2010/2011 and up to 2015).

 

Importantly, that figure includes the value of your home, although now any allowance  unused by a deceased spouse can be utilised by the surviving spouse.

 

Equity Release can reduce Inheritance Tax

 

Equity release plans are a perfectly legal way of mitigating Inheritance Tax. They could be used, for example, to give a child or grandchild the deposit to buy their own property. Used in conjunction with a Discounted Gift Trust they can achieve great  tax savings.

 

We are qualified to advise in these areas in conjunction with your own legal adviser, or can recommend one to you

 

Even at just 5% per annum increase in house and asset prices, a couple with an estate of £550,000 (who today are well below the combined nil rate band of £650,000) would suffer £46,821 in Inheritance Tax in 2015 just because the nil rate band has been frozen

 

Just complete the form and we'll ring you to discuss your options, or call free of charge 0800 0025 161

 

Title

First name

Surname

Telephone number

Best time to call

Your e-mail address

Value of Property (£)

Any outstanding mortgage

Age of Youngest Applicant
 

 

 

 

 

 

 

 

 

 
 

 

Our standard fee for researching and implementing a scheme is £500. This is payable half at application and half on completion.

We will receive and retain a procuration fee from the product provider as well.
 

Equity Release Help is a trading style of Asset Investment Management Ltd, Drayton Old Lodge, Drayton, Norwich, Norfolk, NR8 6AN
Independent Financial Advisers

Tel 01603 869988

           

Authorised and Regulated by the Financial Services Authority No 462797. Registered in England and Wales
company registration number 5880144.

 

Tax advice is not regulated by the Financial Services Authority

Equity Release in Norfolk     Equity Release in Suffolk    Equity Release Schemes   Releasing Equity from your Home