DP Financial Services

​177 Wellfield Street, Warrington, Cheshire.  WA5 1NX

Tel. 01925 801182  

Mobile 07836 250480

Call today for a free no obligation quote 

Tel. 01925 801182  

Mobile:  07836 250480

Inheritance Tax

This can erode an estate being charged at 40%.  It forms part of the estate planning process, and there are options to mitigate this.  Inheritance Tax is payable on your estate if it exceeds £325,000, and also on gifts if the donor dies within 7 years of giving the gift.  Again, there are options to mitigate this. 

Advice is also available for business owners. 

@2017 www.dpmoney.co.uk

David Phillips has membership in:

The Society of International Accounting Technicians

Fellow Member Society of Will Writers (membership no: PH50040811/13) &

Institute of Paralegals (membership no: 209797).