Inheritance Tax

Huge inheritance tax savings can be made by carrying out proactive tax planning with one of our inheritance tax experts.

It is a common misconception that inheritance tax (IHT) only applies to very wealthy individuals, but with house prices increasing dramatically this is not the case. If your estate exceeds £325,000, you could be liable for this tax.

Carrying out effective inheritance tax planning early on will help to ensure that your IHT liability will be reduced or even mitigated completely, meaning your loved ones can enjoy the most of their inheritance when you pass away.

The starting point is us getting to understand you and the assets you own. We offer tailored advice, specific to your circumstances and goals.

Since inheritance tax can be a complex issue, we’ve put together a helpful guide, where we touch on eight things you should know about inheritance tax and ways to mitigate tax payable on an estate. 

Please get in contact if you would like a free inheritance tax liability estimate and review to see if we can identify any planning opportunities available to you. We also offer a free online 30-minute consultation for us to better understand your situation. This 30-minute free consultation gives you time to let us know more about your needs to see if our services are right for you.

What our clients say

« Bracey’s have provided us with a whole host of advice – personal tax, PAYE, R&D claims, Corporation Tax, payroll & pensions. As with a lot of businesses, we have randomly been selected for a VAT enquiry from HMRC. This can be quite a daunting occasion for a small business but the team from Bracey’s attended our offices to offer HMRC any information they needed and they conducted themselves in a capable, unfazed manner «

Managing Director, Hertfordshire Technology Firm

« Bracey’s have dealt with a number of areas as part of my tax return including foreign exchange income, online sales, buy to let income, VAT registration, advice regarding companies house and everything else in between. Nothing has been too much trouble or too complicated. «

Gerard Sandford, LLP

« Bracey’s have been instrumental in streamlining my invoicing procedure, they are speedy with their responses, friendly and always extremely patient; which if you knew me, is really needed! Braceys have provided me with accounts/tax/invoicing and all the usual; but on top of this, advice on a whole manner of situations that arise in my business. «

Jim Erwood - Founder - Extra Time Management Ltd
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