Inheritance Tax is charged upon a persons estate on death.

It can also be charged on certain lifetime gifts.

The rise in property values in recent years has brought more estates within the potential charge to Inheritance tax.

How can Trio help?
Trio can give specific advice and make recommendations on Inheritance Tax matters, including:

      • • Lifetime Transfers
      • • Death
      • • Exemptions
      • • Planning and use of trusts
      • • Dying Intestate
      • • Making a Will