At Chase de Vere, we can develop strategies to ensure your
assets are distributed according to your wishes, with a focus on
reducing tax on wealth passed to your beneficiaries as part of your
We can also help you avoid the burden of long-term care costs,
an ever-growing threat to estate preservation.
Inheritance Tax planning
Providing for your loved ones after you die is obviously an
important issue. Yet, poor planning can cost your beneficiaries
hundreds of thousands of pounds in Inheritance Tax (IHT). However,
it is possible to reduce significantly the amount of IHT your
beneficiaries pay, or even pay none at all.
Ensuring first there's a solid foundation for your plan - a
solicitor-drafted will - our expertise will give you access to the
range of Inheritance Tax mitigation techniques. These range from
you making full use of IHT allowances and exemptions and
giving away your assets, to using trusts and IHT-efficient
investments. We regularly work with solicitors and other types
professional advisers to develop genuinely comprehensive
solutions for our clients.
Our service also extends to probate planning, and providing help
and advice to family members dealing with the immediate financial
upheaval in the event of your death.
Find out how much Inheritance Tax your estate could be liable
for. Try our IHT
Calculator you might be surprised!!
By anyone's standards, the care funding system is complex. A
bewildering array of options and lack of clear information leave
many confused about who pays what and whether they're eligible for
State support. At Chase de Vere, we can help you navigate the
complexity, advise on your care-funding plan, explain the options
available to you, and wherever possible, help you preserve your
Our long-term care advisers all have the Chartered Insurance
Institute's CF8 professional qualification in long-term care
insurance, so you can be sure of their expertise, and their ability
to work closely with your solicitor.
At Chase de Vere, we have a wide range of strategies to help you
preserve your estate for your loved ones, and to maximise income
and assets you may need for long-term care. Together, we can
develop a plan that efficiently organises your financial assets,
uses insurances to boost financial protection, and is as
tax-efficient as possible.
The Financial Conduct Authority does not regulate tax
advice, will writing and some forms of buy to let