Inheritance Tax Advice Liverpool at Her Financial Planning

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My Inheritance Tax Advice Services in Liverpool

Inheritance Tax Planning

Protect your estate and minimise liabilities through:

  • Lifetime gifts and allowances

  • Trusts and estate planning

  • Family wealth transfer strategies

  • Will structuring

Estate Reviews & Strategies

I help you assess your estate and implement strategies to reduce tax exposure:

  • Property and land planning

  • Business succession planning

  • Pension and investment review

  • Family trust guidance

Gifts and Trusts

Secure your wealth for the next generation with:

  • Trust creation and management

  • Tax-efficient gifting strategies

  • Charitable giving options

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief is dependent on individual circumstances.

Trusts are not regulated by the Financial Conduct Authority.

Business Owners & Inheritance Tax

If you own a business, I provide:

  • Business asset protection

  • Succession planning

  • Entrepreneur’s Relief guidance

  • Tax-efficient transfer of shares

Ongoing Support

Your circumstances and tax laws can change. I provide ongoing monitoring and advice to keep your inheritance plan effective.

Protect Your Wealth With Expert Inheritance Tax Advice

At Her Financial Planning, I provide professional inheritance tax advice in Liverpool for women looking to protect their wealth, plan for the future, and ensure their assets are passed on efficiently. Whether you want to minimise tax liabilities, create a clear estate plan, or safeguard your family’s financial security, my advice provides tailored, expert guidance.

I proudly serve women across Liverpool City Centre, Aigburth, Woolton, Bootle, Anfield, Allerton, Huyton, and the wider Merseyside area.

Why Women in Liverpool Choose My Inheritance Tax Advice

Tailored Advice for Women

I understand that women often have unique financial and family circumstances. My inheritance tax planning is designed to protect your assets, maximise tax efficiency, and reflect your long-term goals.

Clear, Practical Guidance

Inheritance tax can be complex. I simplify it with clear, jargon-free advice, helping you understand your options and make confident financial decisions.

Local Expertise Across Liverpool

I know the financial landscape in Liverpool and Merseyside and can provide advice that considers local property values, business ownership, and family needs.

Liverpool Areas I Serve

I support clients across:
Liverpool City Centre, Anfield, Crosby, Bootle, Sefton, Huyton, Knowsley, St Helens, Prescot, Wirral, Southport, Speke, Woolton, Allerton, Mossley Hill, Formby, and surrounding Merseyside areas.

How My Inheritance Tax Advice Works

1. Initial Consultation

A confidential discussion to understand your estate, assets, and financial goals.

2. Personalised Inheritance Tax Plan

I create a clear strategy to protect your wealth, minimise tax liabilities, and ensure smooth transfer of assets.

3. Continuous Review & Guidance

I monitor your plan, keeping it aligned with changes in tax laws, property values, and family circumstances.

Benefits of Choosing Her Financial Planning

  • Protect your assets for the next generation

  • Reduce inheritance tax liabilities legally and efficiently

  • Clear, practical guidance from local advisers

  • Personalised plans tailored to women in Liverpool

  • Confidence and peace of mind for your family’s financial future

book a 15 minute call

Secure Your Wealth Today

My specialist Inheritance Tax Advice  in Liverpool is here to help you protect your estate and plan confidently for the future.

Book your consultation today
Take control of your inheritance tax planning and secure your family’s financial future.

book a 15 minute call

FAQ’s about Inheritance Tax Advice Liverpool

  • Inheritance tax rules can be complex, and professional advice helps you protect your estate, reduce your tax liability, and ensure your assets are passed on to the right people. A Liverpool-based adviser can guide you through local and national regulations.

  • You can reduce inheritance tax through gifting, trusts, charitable donations, life insurance policies, and strategic estate planning. A qualified adviser will assess your financial situation and recommend the most effective, compliant methods.

  • HMRC considers property, savings, investments, vehicles, business assets, and certain gifts when calculating inheritance tax. An adviser can help you understand the full value of your estate and how each asset affects your potential tax bill.

  • Yes. A financial adviser can help you establish different types of trusts that may reduce inheritance tax, protect assets, and ensure they are distributed according to your wishes. They provide guidance on which trust structure is most suitable for your needs.

  • It’s best to start planning as early as possible to maximise the benefits of tax-efficient strategies. Early planning allows you to use exemptions, reliefs, and gifting rules effectively, ensuring a smoother transfer of assets to your beneficiaries.

The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief is dependent on individual circumstances.

Trusts are not regulated by the Financial Conduct Authority.