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Inheritance Tax & Estate Planning

Effective inheritance tax planning is essential when maximising the value of assets passed to the next generation.

It is also very important to preserve important personal or business assets when there is little or no cash to meet potential inheritance tax liabilities.

The balance between minimising the effect of inheritance tax and the enjoyment of assets during lifetime is personal to each individual and careful planning is required to help you achieve this.

We can help you to:

  • Ensure the full Nil Rate band is claimed;
  • Maximise reliefs available on business and agricultural assets;
  • Fully utilise lifetime exemptions for gifts;
  • Plan your wills;
  • Complete estate returns;
  • Working with your solicitor and other advisors.

Next Step:

Please contact us if you need further advice, have any questions about our services, would like a free consultation.