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Inheritance Tax Planning

A tax on everything you own

Yorkshire Bank believes that leaving your estate to your loved ones should be as trouble-free as possible. Unfortunately this process does not always go smoothly. Inheritance Tax (IHT) is payable on your estate when you die; basically everything you own at the time is taxable. This currently stands at 40% on everything above the tax-exempt inheritance threshold of £312,000 (£624,000 for married couples or civil partners) for the tax year 2008-2009.

As a member of Yorkshire Private, we will do everything we can to help you:

  • Organise your Inheritance tax planning
  • Minimise the financial headaches and hassle for your beneficiaries
  • Avoid lengthy delays in the distribution of your estate


For more information, talk to a Private Partner about Inheritance planning today:

find your nearest Financial Solutions Centre

Or call 0800 783 1314 (Open 8am – 6pm Mon-Fri)


Contact your Private Partner

Find your nearest Financial Solutions Centre

Call 0800 783 1314
Open 8am – 6pm Mon-Fri

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