Tax Advisor Services – Inheritance Tax Planning Expert

Your Inheritance Tax Advisor

We draw on three core Inheritance Tax (IHT) disciplines to help you pass on your wealth to the next generation – tax, probate experience and finance advice.

We can help you reduce your IHT using our estate planning expertise in:

  • Lifetime transfers.
  • 10-year charges.
  • Stamp duty relief (in addition to IHT).
  • Estate planning.
  • Trusts.
  • Benefits from wealth before tax.

Case Study: Gift to Daughter

The Problem

Our client was concerned about the inheritance on his own estate which he wanted to give to his only daughter. We were asked for estate planning advice.

How We Helped

We combined tax advice with mortgage and investment advice. We created a structure which transferred income producing property assets to the daughter whilst securing a lump sum which would be invested out of the scope of inheritance tax

The Result

Our client achieved his aim – his daughter bought the property – funded through the difference between their income tax rates.

Contact us to reduce your inheritance tax liabilities.