Inheritance Tax Planning Services

…Tailored advice based on your assets and family structure

Lifetime gifting strategies and tax-efficient transfers

Making the most of nil-rate bands and exemptions

Keywords: inheritance tax strategies, personalized tax planning, IHT exemptions, gift allowances

Setting up and managing trustsAsset protection and control

Ensuring tax efficiency through trust structures

Keywords: setting up a trust, trust planning, estate structuring, inheritance tax trusts

Maximizing Business Relief and Agricultural Relief

Succession planning for family businesses

Preserving business assets from unnecessary tax exposure

Keywords: business property relief, IHT relief for businesses, family business tax planning

Working with your legal advisors to align tax and estate plans

Reviewing and updating wills for tax efficiency

Ensuring executors understand your IHT strategy

Keywords: will and inheritance tax, estate planning, tax-efficient wills

Years of experience in high-value estate planning

Friendly, approachable experts who speak your language

Confidential, bespoke guidance with your legacy in mind

Keywords: experienced tax planners, friendly inheritance tax advisors, inheritance tax help