“A very difficult subject made easy and understandable, I have no
hesitation in recommending them to anyone wishing to put their financial house in order.”

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Passing on your assets, continued...

At present, for inheritance tax, the Government charges a flat rate of 40% on the value of your estate. This includes all assets owned jointly in excess of the nil-rate band (£325,000 up to 5th April 2015 and after that it will be indexed in line with the consumer price index). The good news is that Winsec can show you ways to minimise your tax exposure. Whether you need help writing a will or planning for inheritance tax we have the expertise.

If you would like to know more about planning for inheritance tax, contact Winsec

Winsec Financial Services is a trading name of Blackstone Moregate Limited. Authorised and regulated by the Financial Conduct Authority. Registered in England. Registered No: 03631973

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