Taking the time now to consider and put in place, effective inheritance tax planning can help to give you peace of mind and ensure your wealth passes efficiently to future generations. UK inheritance tax legislation is complex and there are many planning opportunities available to individuals and trustees.

 

We can guide you through your options and work with you to develop a plan which is tailored to your personal circumstances and the on-going needs of you and your family. With our expertise, you can be confident that we will be there throughout the process offering flexible, pragmatic advice that ensures your inheritance tax planning remains relevant as both tax legislation and your lifestyle changes.

 

We can advise on:

 

• Optimising lifetime transfers

• Making full use of available tax exemptions

• Agricultural Property Relief

• Business Property Relief

• Planning with trusts

• Inheritance tax returns

• Impact of domicile