Our experts can take care of your inheritance tax planning

Inheritance tax can eat into a significant proportion of your estate when you pass away. However, with the right advice and planning, there are many ways that your inheritance tax liability can be legally reduced or averted completely.

Having supported many families, we understand the importance of listening to your personal circumstances and financial arrangements, so that we can advise on the most appropriate route forward.

Our experienced team can build a plan based on your personal objectives and assets in your estate, that we help you work towards. This will ensure that you are able to utilise the available exemptions, continually, over a number of years.

Our service can include

Transferring your tax-free allowance to your spouse or civil partner

Leaving your property to children and dependents

Lifetime gifting and ‘potentially exempt transfers’

Making charity gifts and legacies

Creating and managing Trusts (see section below)

Inheritance tax planning for complex estates, such as high net worth individuals and those with business assets

What clients say

Setting up and operating Trusts

As part of our inheritance tax planning service or separately, we are able to assess the benefits to you in setting up a trust.

Trusts are often established to protect estates and to minimise the risks and costs associated with future divorce settlements, creditors, long-term care and taxation charges. Therefore, they can give you more control over your assets and how your wealth is distributed.

We have significant experience in dealing with trusts and are able to provide specialist advice to help you set up and manage a Trust that is tax efficient, compliant and meets you and your family’s wishes. We also have good relationships with solicitors specialising in Trust work, should you also need this.

Our Trust service can include:

  • Advice on whether setting up a Trust is right for you
  • Advice on establishing and registering the Trust
  • Acting in an individual capacity as your Trustee or Executor
  • Preparing accounts for a Trust
  • Preparing self-assessment tax returns for beneficiaries
  • Closing a Trust and unwinding its tax status
  • Assisting with obtaining probate – including the valuing of assets and changing ownership details
  • Calculating and providing advice on Inheritance Tax due

Trusts - Frequently Asked Questions

Get in touch

Whether you have a specific query, would like to discuss how we can help or for a no obligation quotation, complete this form and and we will get back to you as quickly as we can.

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