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Tax Planning

Plan ahead – to make sure your wishes are met

You work hard and get taxed on your earnings…

You save and get taxed on your interest…

You carefully manage your finances to leave a legacy for your children and that get taxed on it!

But did you know that Inheritance Tax (IHT) is sometimes known as a ‘voluntary tax’, because there are many ways you can legally reduce your tax liability? Our financial planning managers can help you to reduce your IHT liability – meaning that you can pass on more of your hard-earned assets to your family, rather than to the taxman.

To find out what your IHT liability might be, use our handy calculator

One of the most important things to do is to make sure you have a will, or if your already have one, that it is regularly reviewed and updated. Through our association with the Will-Writing Company, we can help – just click here for details

 

  

Julie ThompsonDave inherited his house, you know – and it was tax free
   

Any financial advice given for life assurance, pensions and investments will relate only to the products of Norwich Union Marketing Group and Leeds Building Society.

Leeds Building Society is authorised and regulated by the Financial Services Authority. The Society’s FSA registration number is 164992. Leeds Financial Services Limited represents only the Norwich Union Marketing Group, members of which are authorised and regulated by the Financial Services Authority.