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Inheritance Tax, Estate and Gift Planning

Worried about the impact of Inheritance Tax on your estate?

If you’re a potential beneficiary, are you concerned that your parents haven’t thought about the all the money they will be effectively giving HMRC because they haven’t planned ahead?
While we all have our hopes and dreams for our own life and future, it’s true to say that most of us don’t just generate wealth for ourselves, but also for the benefit of our friends, family and those closest to us.
If there’s one aspect of your wealth management and financial planning strategy that you should seek professional help with, then Inheritance Tax planning is it – purely due to its complexity and the implications it holds for your family and loved ones.  

What is Inheritance tax? 

Inheritance Tax is a tax paid on an estate when somebody dies. It is also sometimes payable on trusts or gifts made during someone's lifetime. Typically, the executor or personal representative pays it using funds from the deceased's estate. Where there is a trust, the trustees are usually responsible for paying Inheritance Tax on assets in, or transferred into, a trust.

The importance of Inheritance Tax Planning 

Inheritance tax planning is an important element of your wealth management strategy, as it allows you to continue to help your loved ones after you are gone.

How can we help?

We have a great deal of experience in providing in depth, up to date, relevant and 100% confidential advice on how to efficiently reduce the value of your estate for Inheritance Tax purposes. We can also help with:

  • Trust planning
  • Will planning
  • Inheritance tax efficient investments
  • Lifetime transfers
  • Efficient utilisation of reliefs and allowances

Interested in reducing the amount of Inheritance Tax due on your estate?

Then contact us now and we will put you through to one of our specialist advisers who will be more than pleased to assist