Inheritance Tax Advice

Making sure those you care about most, benefit most

Nobody likes to think about death, even though it’s arguably the most certain thing about life. When you die, what happens to your estate is already largely decided. For some people, this means that the single biggest beneficiary is HM Revenue & Customs.
But you can take steps now to make sure those you care about most, benefit most. And we can help you.

Inheritance Tax

The effects of inheritance tax can be devastating, but there are things you can do:

  • Ensure your Will* is up to date, structured and written correctly
  • Consider transferring assets using lifetime gifts
  • Look at creating a tax-efficient fund, to allow the beneficiaries of your estate to meet the tax liability without eroding family wealth

Intergenerational wealth management

Transferring some of your wealth during your lifetime, can be an effective and efficient way of helping your children or parents when they need it most, rather than waiting for your Will to take effect.

Professional trustee services

Through St. James’s Place we have access to Genus Trust Company Jersey Limited who provide professional trustee services and an extensive range of solutions. As a trustee the company represents the interests of the beneficiaries and ensures due regard is given to clients’ wishes. In all cases these wishes are discussed in detail and placed on record, discreetly and confidentially.

Showing your loved ones how much you care starts with a review of your current arrangements and provisions. Their experience and knowledge means they can help you make sure your family benefit as much as possible from your wealth.

The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.

* Will writing involves the referral to a service that is separate and distinct to those offered by St. James’s Place. Wills and Trusts are not regulated by the Financial Conduct Authority.

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