Often individuals could be missing out on IHT saving opportunities. We can you help them avoid the many pitfalls of complex anti-avoidance legislation. We can also advise on one-off issues or design and implement comprehensive estate and succession planning strategies.
Potential areas of interest
- Assess the potential inheritance tax exposure and identify the possible relief’s and exemptions available
- Advice on how to pass assets to their intended beneficiaries in the most tax effective way – either under the terms of their will or by lifetime gifts
- Assistance in navigating the complex area of cross-border planning because you own assets in different countries or have a close connection (by birth or marriage) with another jurisdiction
Benefits of working with our Tax Support for Professionals team
- In association with qualified financial advisers we can help identify investment strategies that can save your clients money on their tax bills
- We can give practical guidance on lifetime giving and avoiding common pitfalls along the way
- You’ll have peace of mind knowing that your financial arrangements will have the least possible effect on their family on death
Our specialist tax services include
- Inheritance tax advice
- Pre-owned assets tax advice
- The development of estate planning strategies
- Advice on domicile issues
- Advice on international cross border estate planning
- The administration of UK and international estates
- Assistance with the creation, administration and termination of UK and non-UK resident trusts
- Advice on tax and succession planning strategies for trading and investment businesses
- Advice on tax effective wills
- Advice on post-death tax planning, including instruments of variation and disclaimers
- Reviews of existing tax planning arrangements
