IHT Planning

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IHT Planning

Most people want to pass their estate to their family, not the government, when they die - in which case inheritance tax planning (IHT) is vital.

In the 2020/21 tax year, everyone is allowed to leave an estate valued up to £325,000 plus the new 'main residence' band of £175,000 giving a total allowance of £500,000 per person.

For estates worth less than this, beneficiaries won't pay inheritance tax.

  • Tax-efficient Wills
  • Gifts during your lifetime
  • Trusts
  • Life Assurance
  • Taper Relief

Contact Information

PJ Mortgages (UK) Limited

354 St Albans Road,

Watford WD24 6PQ

Phone: 01923 232111

Thanks for reviewing my pension and giving me advice on what pension I should go for. I will have no hesitation using your services in the future and will be pleased to recommend you. T Clark, Watford

Paul of PJ Mortgages was very helpful and quickly arranged a good priced insurance package for me and my family so I am glad I'm covered for the future now. Sam Ferrier

Thanks for the help you gave my wife and I on investing a lump sum which gave us a very positive outcome that will be pleased to recommend you to whoever we know or meet. R Vickers, Watford

Thank you for your professional and efficient service in sourcing the right mortgage provider for me - I wish more businesses would follow PJ Mortgages (UK) Ltd model. F Benenson, Finchley

Thanks for all your help and hard work and attention to detail. You have worked diligently and kept me up to date and explained everything to me. S Mann, Dunstable