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Inheritance Tax Planning

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At home or abroad, your plans to pass any assets on to your dependents and future generations will depend on expert financial advice. As house prices soar and people become financially prudent, more and more people are reviewing their possible Inheritance Tax Liability.

Tax on your assets at the time of death is common in many countries whether you are resident in one territory or another.

Our experts in this field are able to offer advice and guidance relating to the different aspects involved, helping you plan how your dependents will be looked after financially for the remainder of their lives, as well as maximising the tax efficiency of any gifts passed on.

Please contact us if you would like to investigate your options.

 
 
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(Available to Non UK Residents Only)

*Please note: this site does not constitute an offer to buy, sell, or give advice on investment / insurance services. WMI services are categorically not available to persons resident in the UK OR USA. Depending on the various laws, institutions and legislation other countries may also be excluded. Investment unit prices can fall as well as rise, it is possible that you could get back less money than you have paid in. No warranties as to the actual performance of products purchased through WMI have or can be made. All products available are designed for medium to long term investment and are not suited to short term trading unless otherwise stated. Clients are advised to satisfy themselves that, under any Exchange control, Investments or Insurance Legislation to which they may be subject, they are permitted to effect their chosen investment.