Inheritance Tax Planning

With more focus on Inheritance tax and with an increasing number of estates falling into the tax net through frozen allowances, it’s never been more important to take advice and plan for the future. Whatever the size of your estate, plans can be put in place in lifetime or on death to maximise the benefit for those you leave behind.

We work with you to understand your personal and business priorities to ensure your estate is structured effectively to meet these without compromising on your needs in your lifetime.

We can prepare a Wealth review to understand your assets, potential tax liabilities and how your estate distributes alongside identifying opportunities to enhance your position so you have total clarity
We provide a personal cashflow to determine the future impact of lifetime giving
We advise on business succession, to maximise business and agricultural reliefs, so you can decide whether to pass your business on in lifetime or on death
We plan for future Inheritance tax risks after a business sale, when reliefs may be lost
We help you to maximise the lifetime gift exemptions available
We provide peace of mind, as you understand what will happen and you have protected your beneficiaries and your wealth

Advice on maximising tax reliefs for Business and Agricultural Property
Lifetime gifting strategies to maximise exemptions and reliefs
Integrating trusts, family investment companies or charitable giving into your planning
Advice on non-UK structures, such as excluded property trusts, to support your offshore tax planning
Helping you with your Inheritance tax compliance
Advice on tax efficient investment strategies, alongside maximising tax efficiencies with your pension and life policies

Meet some of the Private Client Services Team