Hinckley And Rugby Building Society

Don’t let the taxman get his hands on your hard earned money!

Having worked hard all your life to build your financial portfolio and assets, it’s upsetting to know that 40% of everything over £325,000 if you are single or divorced or £650,000 if you are married, in a civil partnership or widowed could be given back to the Government in Inheritance tax (IHT).

Your beneficiaries may have to pay the Taxman before they receive a single penny from your estate at a time when they are least able to cope.

Rises in house prices and increasing wealth could well mean that your loved ones may already be liable to pay the IHT before they can inherit what is rightfully their's. With the right planning through our partners Skipton Financial Services Limited (SFS), you can reduce or even eliminate this tax altogether - potentially saving your loved ones thousands of pounds.

We believe that the use of simple and cost-effective methods of controlling your estate should always be the starting point. There are a number of IHT planning opportunities available and it is important that you seek specialist advice from someone you can trust to find the right solution for you. The rules and regulations surrounding the various ways of mitigating IHT are constantly changing and are far from straightforward - although receiving advice from SFS is.

If you feel that you need to seek help with your IHT planning, your first step is to contact us. Simply call into your local Hinckley and Rugby Building Society branch, or speak to our Inheritance Tax Team on 0800 234 6773.