Inheritance Tax Planning

Avoid paying tax again on wealth you've accumulated and been taxed on already!

Tailored wealth succession planning enables a smooth transition to the next generation as well as minimising tax liabilities.
We can advise...

  • Individuals whose estate planning is close to the nil rate band or many times larger;
  • Techniques to mitigate inheritance tax on family homes, family businesses and investment portfolios;
  • On both lifetime transfers and wills.

However, estate planning is not solely about tax and we adopt a common sense approach, helping you to ensure your own financial needs are met and to avoid "giving away too much too soon".

For more information see our ...

  • The basics of inheritance tax helpsheet
  • Inheritance tax calculator

Next step

Please contact us if you need further advice, have any questions about our services, would like a free consultation or a fixed fee quote.

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