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Inheritance Tax Planning

How do you feel about the government taking 40% of what you own on your death?

You might think you have worked really hard all your life, paid your taxes and saved to accumulate a bit of money or to own your own home.

Well today, on death, 40% of this could go to the government in inheritance tax.

This makes estate planning necessary & urgent

There ARE ways to reduce or avoid inheritance tax but it is a complex area of tax.

Tax planning needs expertise but also experience and sensitivity because you never know how long you might live, how much money you might need or what else life might throw at you, your loved ones and the ones they love.

Our advice can cover:

  • Tax planning & mitigation
  • Succession planning & business exit strategies
  • Residence & domicile
  • Use of trusts
  • Potentially Exempt Transfers
  • Lifetime Transfers
  • Life insurance
  • IHT exempt assets

We advise:

  • New & established wealth
  • Owner managers
  • Property owners & professionals
  • Family structures
  • Trusts
  • Non domiciled

We always offer the first meeting free with no obligations to commit


Making Tax Digital

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Code of Practice 9

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Other Services

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