We all want the best for our loved ones.  Financial protection is one way to guard you and your family against issues that may occur due to unexpected events such as injury, illness or death.  Whilst it may not be pleasant to imagine the worst, planning cover now means that worries about financial issues can be alleviated during emotionally distressing times.

There are many ways in which our advisers can work with you to most appropriately protect your interest and those of your family during difficult times.

Inheritance Tax

While most people are aware of the existence of Inheritance Tax (IHT), it is a subject which gives rise to some distaste or lack of interest and many, not surprisingly, would rather delay consideration of the matter. Few people do anything about their potential IHT liability, the result is that the HM Revenue and Customs (HMRC) collected £3.4 billion in 2013/4 (Source: HMRC 31st July 2014).

We can create and implement highly effective tax minimising strategies, with particular emphasis on reducing your estate’s liability to Inheritance Tax, so your beneficaries avoid the hassle of dealing with HM Revenue and Customs directly during an already stressful period.

Get In Touch

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Lumley Baxter Asset Management LLP

22 John William Street, Huddersfield, HD1 1BG

T (01484) 421428


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