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 Inheritance Planning

Being independent allows us to work on YOUR BEHALF!

Are you concerned what will happen to your estate on your death?

What Inheritance tax, if any, would be payable? (previously known as "Death Tax").

Would you like to gift monies to grandchildren or set up a Life Insurance Trust for beneficiaries?

Are you concerned what would happen if you required long term care. How would you pay nursing home fees?

We can provide you with the appropriate advice and guidance to help safeguard your estate for your family, and ensure your wishes are taken care of.

There are a range of products related to Inheritance Tax Planning we can discuss with you to ensure your wishes are taken care of and safeguard your estate for your family.

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Contact Us

IMIA
Independent House
11 Hamilton Road
Bangor BT20 4JP
Northern Ireland
T 028 91 450000
F 028 91 467550

E michael@imia.co.uk

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Independent Mortgage & Investment Advisors and Independent Mortgage & Insurance Advisors are both Trading Styles of IMIA Limited which is authorised and regulated by the Financial Services Authority, and is entered on the FSA register (www.fsa.gov.uk/register) under reference 436239.

The FSA do not regulate some forms of Inheritance Tax Planning

For advice on any of the above, Contact Us now.

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