Inheritance Tax Planning
Inheritance Tax (IHT) is said to be the only voluntary tax in the UK tax system and with our expertise in inheritance tax mitigation it is possible to reduce or remove liability.
The key is to plan in advance. With the right plan in place we can maximise the amount of your wealth that stays within your family.
Our Independent Financial Advisers will put together a bespoke plan for every client which best meets the overall objective of minimising or potentially removing the possible impact of inheritance tax on an individual’s estate.
This can be achieved through a variety of means and may include a combination of investment holdings, amendments to your will and/or creation of a trust, packaged inheritance tax schemes, lifetime gifts and where suitable, life assurance.
Regular reviews of a client’s plan will be undertaken to take into account any changes in legislation and taxation together with new schemes or products brought to the market.
Why choose us?
Inheritance tax planning often involves lifetime gifts, and in that context other taxes may need to be considered. We are able to guide you on the consequences of your inheritance tax planning for capital gains tax and other taxes.
Please get in touch
E-mail: or contact one of our team.