Estate And Inheritance Tax Planning

Inheritance Tax (IHT) is a major concern for many of our clients, for example, especially as UK property prices continue to rise and more and more within outside the IHT threshold

Without proper tax planning, people can end up leaving a substantial tax liability on their death, considerably reducing the value of the estate they pass on to their family and other chosen beneficiaries.

Minimising your tax liability and maximising what you are able to pass on calls for considerable skill and foresight - and a detailed knowledge of the IHT rules and regulations which our qualified staff are experts in.

Whatever happens in life, we can tailor our advice and work with you to make sure your family is provided for. Through a combination of expert advice and the ability to introduce you to a specialist tax professional, we can help you financially safeguard your dependents by reducing your inheritance tax liability.

Financial gifting can be a tax-efficient way to provide for your family's future. We can work with you to find the solution that best suits your own particular situation and goals.

You can shelter your family from life's surprises with some careful financial planning. We can work with you to constantly develop these plans, and check that they remain relevant to your situation.