Navigating Pension Changes
Inheritance Tax (IHT) liabilities are catching many middle-class families off guard amid rising property values and frozen thresholds.
Inheritance Tax (IHT) liabilities are catching many middle-class families off guard amid rising property values and frozen thresholds. Experts at Hammond Financial Planning warn that IHT affects far more people than commonly believed.
“Contrary to popular opinion, Inheritance Tax isn’t just for the ultra-wealthy,” explained Marc Bailey, Director at the Manchester-based firm. “Effective estate planning can mitigate liabilities and preserve wealth for future generations through trusts, gifting strategies, and other tools.”
The independent advisers offer comprehensive estate planning services, including will referrals and tax-efficient structuring. With a client-centric philosophy – “Our duty is solely to you” – Hammond Financial Planning tailors solutions based on individual family dynamics.
The firm, established by Bailey and co-director Steven Jackson, has built a reputation for innovative yet impartial advice across the North West and beyond.
Families interested in reviewing their estate plans are encouraged to contact the team for a no-obligation discussion.
