The Matrix Model Group (UK) Limited

                                                                    Queens Dock Business Centre

                                                                                 67 - 83 Norfolk Street   

                                                                                                               Liverpool 

                                                                                                                      L1 0BG

                                                                                                 t   : 0151 708 9954

                                             e: liverpool@matrixmodel.co.uk

 

Inheritance Tax Planning

Have you protected your beneficiaries from your inheritance tax liability? Your property is still worth many times more than a decade or more ago, which may make you liable to sizeable Inheritance Tax bills.

With everything in your estate over and above the nil-rate band potentially liable to a 40% bill, you could save thousands of pounds by taking action now that ensures your chosen beneficiaries, rather than the inland revenue, remain your largest beneficiaries.

 

The Matrix Model (uk) Group Ltd is authorised and regulated by The Financial Conduct Authority FCA Number 401319

‘The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.

Registered in England No. 05061062. Registered Office: 67-83 Norfolk Street, Liverpool L1 0BG

 

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