Inheritance tax is a crucial aspect of estate planning, and understanding how to minimise its impact is essential for preserving your wealth for future generations.

To develop a successful inheritance tax plan, it’s crucial to have a clear understanding of your estate’s value. We guide you through the process of assessing your assets, including property, investments, and personal belongings i.e. cars or pieces of art, to determine your potential tax liability. We will then work with you closely to ensure you have the right strategies in place to manage and preserve your wealth for future generations.

We appreciate inheritance is an incredibly sensitive subject. That is why we always adhere to strict confidentiality and professionalism when discussing with families and individuals. Our experienced team have the ability to develop bespoke solutions that meet the complex needs of our clients with significant wealth.

Building a robust strategy to mitigate inheritance tax planning allows you to ensure your wealth is passed on and a legacy is created.

• • Trusts provide a number of solutions to support tax-efficient planning and ensure the right money, is in the right hands, at the right time.
  • Gifting and lifetime gifts can be an effective way to transfer wealth and reduce the value of your estate during your lifetime.
  • Setting up a will is critical and we can help you plan it correctly to save the maximum amount of tax.
  • You may wish to consider philanthropy and charitable giving as part of your legacy.
  • Remember, thoughtful planning today can lead to a more secure financial future for your loved ones tomorrow.

We work with legal and tax specialists to ensure you get access to the best advice.

Contact us to discuss your inheritance planning requirements.

Trusts are not regulated by the Financial Conduct Authority.

The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.