Introducing Legacy 360
The Inheritance Tax (IHT) landscape is changing rapidly. Individuals and couples who never thought they would pay inheritance tax may now do so. If your estate exceeds £325,000, including pensions, you could face a 40% inheritance tax (IHT) bill on everything above this threshold.
Legacy 360 is designed to help you reduce this liability and ensure more of your wealth is passed on to your loved ones.
One firm, two experts
Cullimore Dutton is one of only a handful of firms which can offer both legal and financial advice, providing a truly holistic approach.
Legacy 360: What’s Included?
✔ Will Review – Ensure your will is structured to maximise tax efficiency and protect your assets. If an update is needed or you don’t have a will, we’ll prepare a will for you with 50% discount off our standard basic will price.
✔ Free Estate Planning Review – Our experts will assess your financial situation and provide tailored advice on how to mitigate inheritance tax and protect your legacy.
✔ Free Pension Review – Ensure your pension strategy is aligned with your estate planning goals and maximises tax efficiency for your beneficiaries. This is critical with changes to IHT which will bring your pensions into the IHT calculation.
✔ Complimentary Helpline – After signing up for our service, you’ll have access to a dedicated helpline where you can check in with us whenever your circumstances change.
Who is This For?
Ideal for individuals and families with estates (including pensions) valued over £325,000 who want to explore tax-efficient strategies to safeguard their wealth.
Act Now to Protect Your Estate
Call us on 01244 356 789 or email liam.russell@cullimoredutton.co.uk to book your complimentary consultation.