Inheritance Tax Planning

Planning ahead allows you to set out clearly who should get what from your estate.
It also allows you to maximise inheritance tax relief and exemptions if your estate might be more than the inheritance tax threshold.
We help clients plan how they can pass on their wealth to the next generation in the most tax efficient way. We listen to our client’s needs and aim to strike the balance between making gifts in lifetime and ensuring that there is enough to maintain one’s lifestyle.
From simple measures such as using annual exemptions or revising an existing Will to restructuring a client’s assets there are a wide range of IHT saving options available.
We appreciate the sensitivities surrounding IHT and our personal approach ensures we have a thorough understanding of all aspects of a client’s affairs – often their personal ones as well as their financial position.