Trusted Advisers to Growing Businesses
Reliable | Passionate | Innovative

Trusted Advisers to Growing Businesses
Reliable | Passionate | Innovative

Inheritance Tax and Estate Planning

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