We have extensive experience in successful Inheritance Tax planning, ensuring effective Will drafting, utilisation of the nil rate band, tax reliefs and use of exemptions.
We encourage our clients to take effective steps during their lifetime to mitigate potential Inheritance Tax planning liability. We tailor our advice to suit the particular needs of our clients. Our advice takes into consideration the client’s financial needs during their lifetime, the degree of control, the financial independence of their spouse and, above all, their intentions in relation to their own assets. Our advice also keeps in view the value of the assets now, and how this may change over time.
Our planning services also ensure that our clients’ businesses pass down to the next generation as intended.
Contact us today for more information on how we can help with your Inheritance Tax planning.