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.