Inheritance Tax Planning Services

Protect Your Wealth and Preserve Your Legacy

Inheritance Tax (IHT) can significantly reduce the value of the estate you leave behind. Without a clear plan in place, your loved ones could face unnecessary tax bills at an already difficult time.

We provide expert IHT planning services to help you safeguard your assets, reduce your estate's tax exposure, and pass on more to your family. Whether you're concerned about a family home, business shares, or investments, we help you take the right steps at the right time.

Understanding Inheritance Tax

Inheritance Tax is typically charged at 40% on estates valued above £325,000 (the Nil Rate Band). However, various exemptions and planning strategies can reduce this liability significantly.

You may be eligible for additional allowances, such as the residence nil rate band if you're passing your main home to direct descendants.

Our IHT Planning Services Include

Lifetime Gifting Strategies

We guide you on how to give away assets during your lifetime while managing potential tax consequences.

Trusts and Estate Structuring

Use of trusts can help preserve wealth, control distributions, and minimise IHT exposure.

Business Relief Advice

We assess if business or agricultural reliefs apply to your assets, reducing the taxable value of your estate.