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Inheritance Tax Planning

Inheritance tax planning with Aviva, might be right for you, if you:

  • Need to reduce your potential inheritance tax bill
  • Are likely to leave an estate worth more than £325,000

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FAQs

  • Expert advice
    from Aviva

    Inheritance Tax Planning

    With years of rising house prices, the inheritance tax threshold of £325,000 is a concern for many people. If your estate, which includes your home, savings and investments, less anything you owe, totals more than £325,000, your heirs could have to pay 40% tax on the estate value above £325,000.

  • Inheritance tax is potentially payable if your estate is over the threshold of £325,000 and you leave your estate to anyone other than your spouse or civil partner.

    There are ways of reducing the amount of inheritance tax you pay, possibly even ensuring you don’t pay any at all. Expert advisers can advise you on taking steps to reduce your inheritance tax bill, on writing policies in trust and on making your will.

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What can I do next?

By phone:
0845 045 0006

Find out more

What can I do next?

By phone:
0845 045 0006

 

The Society introduces only to Aviva Life and Pensions UK Limited. Both are authorised and regulated by the Financial Services Authority for life assurance, pensions and investments. Any financial advice given will relate only to the products and services of the Society and Aviva.

Principality Building Society is authorised and regulated by the Financial Services Authority (Authorisation No. 155998). The Financial Services Authority does not regulate commercial or business related mortgages.