After many years of rising house prices, many people have been caught above the inheritance tax threshold, and this area of financial planning is now high on many clients’ agendas. Without proper planning inheritance tax can leave loved ones with a substantial tax bill, considerably reducing the value of an estate.


Our simplified approach

Inheritance tax is be levied on most of your estate, including cash held in bank accounts, investments, your home and even overseas assets. With complex rules and regulations, it takes detailed knowledge and skill to minimise your liability and maximise the estate you pass to your beneficiaries. Through expert advice we can help plan for inheritance tax using various methods.

Making Financial Gifts can be a way to tax efficiently removed capital from your estate, however there may be tax implications of not knowing what to gift and when to make them. The use of Trusts and Whole of Life Assurance may also be considered.

We also have relationships with market leading companies who offer innovative and flexible solutions to planning for inheritance tax through the use of Business Property Relief. For more complex affairs, we have professional connections with specialist tax & trust advisers.

The Financial Services Authority do not regulate taxation and trust planning.

Levels and basis of taxation are based on personal circumstances are not guaranteed and are subject to future change.