Inheritance Tax planning
Many of us would like to leave a legacy for our loved ones when the time comes. But navigating the complex rules around inheritance tax can be tricky, and without specialist support your beneficiaries could be hit with a considerable tax bill when you die.
We can work with you to create a strategy that reduces the size of your taxable estate, managing your bill and ensuring that more of your hard-earned wealth goes to the people that matter.
How we help
Making gifts
If you would like to gift some money, we can help you do this in a way that stays within the relevant allowances and reduces your tax bill.
Using trusts
We can advise on how to set up trusts, ensuring that your wealth is preserved and goes to the right people at the right time.
Meeting your needs of today
While planning ahead, it’s important to also consider the here and now. We’ll ensure that your inheritance strategy doesn’t impact your current finances.
Please note that the Financial Conduct Authority (FCA) does not regulate some aspects of cash flow, estate or tax planning or trust advice.
Keeping it in the family
Inheritance Tax planning is very much a family affair. Where we can, we ensure all the relevant people are involved in the planning, so everyone stays in-the-know.
