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Inheritance Tax Advice

Inheritance Tax Advice

Making the right plans to take care of what happens financially after your death is not a topic many people look forward to but is an essential step if you are serious about protecting your wealth. Otherwise, inheritance tax (IHT) will be levied at a hefty 40 per cent on the total value of your estate above a limited allowance – so forward planning is essential if you want peace of mind.

Our tax advisors can work with you to identify ways to minimise your inheritance tax liabilities. We’ll review your estate, including personal and business assets, and advise on a tax-efficient will – a cornerstone of estate planning. We’ll then look for opportunities to minimise your IHT exposure, including trusts, and help you make best use of the gifts and exemptions allowed under IHT rules.

Estate planning is not just about what happens when you die. We’ll make sure plans are in place to give you financial security during your lifetime and manage contingencies such as care home fees should you need them.