Wealth
Protection
Services
Inheritance Tax Advice

Looking at ways to retain your wealth to pass onto future generations is important. We can guide you through the options to minimise future inheritance tax liabilities, taking into consideration property, savings and other assets.
If your estate includes these assets and is valued at over £325,000 (or £650,000 if you are married or in a civil partnership) we can identify what IHT planning can be undertaken now so as to reduce your exposure and provide more for your beneficiaries.

We work closely with you to understand your situation so that we can provide tailored IHT planning advice covering one or more of the following areas: 

  • Lifetime tax planning opportunities

  • Tax efficient gifting

  • Reviewing and commenting on the availability of tax reliefs, such as agricultural property relief and business property relief

  • Creating family Trusts (see Trust page)

  • Reviewing and commenting on Wills and their tax efficiency

  • Succession planning for family businesses

  • Post death tax planning using deeds of variation

We offer a bespoke service which includes a full review of your assets and liabilities to determine your potential IHT exposure and help identify tax planning opportunities.

 

Do get in touch if you would like to meet to discuss what planning could be undertaken, or if you would like us to quantify your current IHT exposure.