Inheritance Tax Planning

We work with individuals and their families to understand their wishes and the wishes of their loved ones. We can advise on potential exposure to Inheritance Tax in the future and work to identify suitable solutions.

Such solutions may include;

1. Maximising the availability of tax-free Nil Rate Bands and Residence Nil Rate Bands.
2. Spousal transfers
3. Gifts to individuals of cash or other assets
4. The availability of reliefs such as Business Property Relief or Agricultural Property Relief, and steps that can be taken to qualify or continue to qualify
5. Succession planning in respect of your business
6. The use of family Trusts either in lifetime or on death
7. The use of a family company
8. Tax-efficient investments
9. Life Insurance

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We work alongside solicitors to ensure that an individual's Will is drafted to meet their intentions in a tax-efficient manner.

We are experienced in helping individuals, Estates and Trust comply with their Inheritance Tax filing obligations, calculating any tax due, and claiming available reliefs.