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Inheritance Tax Planning

Avoid paying tax again on wealth you've accumulated and been taxed on already!

Inheritance Tax is a tax on the estate (the property, money and possessions) of someone who’s died.
There’s normally no Inheritance Tax to pay if either:

  • the value of your estate is below the current £325,000 threshold
  • you leave everything to your spouse or civil partner, a charity or a community amateur sports club

Tailored wealth succession planning enables a smooth transition to the next generation as well as minimising tax liabilities.

We can advise clients with:

  • Individuals whose estate planning is close to the nil rate band or many times larger
  • Techniques to mitigate inheritance tax on family homes, family businesses and investment portfolios
  • On both lifetime transfers and wills.

However, estate planning is not solely about tax and we adopt a common sense approach, helping you to ensure your own financial needs are met and to avoid “giving away too much too soon”.

Next Step:

Please contact us if you need further advice, have any questions about our services, or would like a free consultation or a fixed quote.

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