Inheritance tax planning
Ensuring that friends and family benefit from their assets rather than the taxman is an issue that many people feel strongly about and we help our clients consider suitable strategies to achieve this outcome.
There are several exemptions and reliefs available which can be used to potentially reduce any inheritance tax liability. We can discuss and explain any of these which may be available to you and help you build an effective inheritance tax planning strategy.
We offer regular reviews to ensure that your strategy is up to date, offering advice as appropriate to take full advantage of any changes introduced in respect of exemptions and reliefs as well as changes in your own circumstances.
Inheritance Tax Planning advice is not regulated by the Financial Conduct Authority.
Tax Treatment: The tax treatment is dependent on individual circumstances and may be subject to change in the future.