Independent Financial Advice throughout Plymouth, Devon and Cornwall from West Financial Management Co. LTD Telephone: 01752 228382 Home | About Us | How To Find Us | Privacy Policy | Disclaimer | Contact Us Protection Capital Investments Inheritance Tax Mitigation Nursing Care Fees Press Releases Financial Links Take our client satisfaction Survey If the value of your total estate, including property exceeds £325,000 (2008/2009), the Inland Revenue will claim 40% above this allowance before your estate is distributed according to the wishes of your will. This can be a voluntary tax. Careful planning in conjunction with your Solicitor can usually reduce or eliminate this tax, enabling more of your assets to pass on to your family or chosen beneficiaries. Think about this... Where Inheritance Tax is likely to be a problem, planning and utilising certain exemptions will help to reduce the impact of the tax upon the estate. "The Financial Services Authority does not regulate advice on Inheritance Tax Planning" West Financial Management Co Ltd is authorised and regulated by The Financial Services Authority and is entered on the FSA register (www.fsa.gov.uk/register/) under firm reference No. 230809 Registered in England and Wales under Company Reg No. 4985517 The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based within the UK, or UK ex-patriates.