+44 (0) 1803 659 659
+44 (0) 1803 659 659
2 The Old Bank Chambers, Fore St, Torquay TQ1 4PR

With the spectacular long-term rise in house prices, Inheritance Tax (IHT) is no longer the sole concern of the very wealthy. It’s now a potential concern for nearly everyone.

Protecting Your Estate

Inheritance Tax is just one of many areas you should consider when safeguarding your family and home and managing your wealth. 

Among other things, you should also consider: 

  • Capital Gains Tax
  • Critical illness planning
  • Long term care
  • Loss of income 

Planning ahead now means less action then. Because, by then, it could be too late.

Orestone Wealth Management can advise you on how to protect your estate, including providing advice and action on the following (click for more information):

Contact us today to discover how your money can make your family’s future a wealthier one.

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