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Inheritance Tax

Few of us like to think about dying, but equally, few of us could live with the thought that we have not made adequate provision for family and friends who survive us.

Inheritance Tax Planning

Inheritance Tax is the tax paid by your Estate when you die and can also be paid on some lifetime gifts.

Inheritance Tax is not just a concern for the very wealthy.  Anyone with an Estate worth over £325,000 is potentially liable to inheritance tax, this includes property, savings, investments and pensions.  In London and the Home Counties your home can be valuable enough to bring your Estate into Inheritance Tax.

Unlike other taxes, Inheritance Tax can be planned for and there are options available, many of which are simple and straightforward which can reduce your Estates’ exposure to tax.

Estate Planning

Estate planning is not just about giving away assets and reducing inheritance tax, it is about preserving your access to income and capital in your lifetime,  whilst ensuring that as much of your wealth as possible is passed on to your family in the most effective way for you.  

Our experts provide a discrete bespoke estate planning service which includes the following:

  • Reviewing your will
  • Make full use of inheritance tax exemptions and lower tax rates on lifetime transfers
  • Optimise lifetime transfers between spouses
  • Transfer agricultural or business property
  • Protection of assets from divorce or bankruptcy
  • Protection of assets from irresponsible, vulnerable or minor beneficiaries
  • Transfer of assets into Trusts

We understand that Estate planning can be a sensitive process and you can be certain that we will be professional and understanding; assuming the role of trusted advisor and knowledgeable friend.

For further information, contact us on 01923 224411 or email Rebecca.

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