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Assets and Property Protection
Download our assets calculator to calculate your Inheritance Tax Liability.

Please note: You will need Spreadsheet software, such as Microsoft Excel to open the Inheritance Tax Calculator.

If your assets as a single person is below £325,000 or £650,000 for married couples, civil partnerships and widows/widowers can benefit from their partners unused allowances.
(Levels, bases of and reliefs from taxation may be subject to change).

Would you like your money to end up?

HERE
OR HERE?

We recommend that everyone makes a will.

Why make a Will?
Avoid intestacy
To ensure your wishes are carried out
Make known who you wish to inherit your estate
Protect your assets from remarriage, divorce and bankruptcy
Provide Guardianship for your children under age of 18

 


 

Registered Office: Eagle Financial Services, Suite 8, 54 Broad Street, Ludlow, Shropshire SY8 1NH
Telephone: (01584) 877726 Fax: (01584) 879913
Registered in England and Wales. Company Registration No.04357292

Eagle Financial Services Limited is authorised and regulated by the Financial Services Authority. The Financial Services Authority does not regulate will writing, taxation and trust advice and some aspects of offshore investment and commercial mortgages.

Our FSA Register number is 400826
You can check this on the FSA’s Register by visiting the FSAs website www.fsa.gov.uk/register or by contacting the FSA on 0845 606 1234

Further financial information is available on the Financial Services Authority’s consumer website http://www.moneymadeclear.fsa.gov.uk/home.html

The information contained in this web site is for general information only and is not financial, investment or tax advice. It is also subject to the UK regulatory regime and is therefore restricted to consumers based in the UK. If you would like to discuss a particular issue or generally ask us how we can advise on your particular situation then please contact us.