Inheritance Tax Planning image

Inheritance Tax Planning

This is the most difficult tax saving to achieve mainly because the benefits of any savings accrue to the beneficiaries of your Estate and not to you!

As a result, the incentive that exists to save on all other types of tax is not present, and there is often an inclination to put off the planning to another day.

As with most taxes there are some basic steps that one can take to organise one’s affairs to minimise IHT. That should always be the starting point. More complicated planning can be undertaken using structured investments which can be very tax efficient, and we work in partnership with a firm of Financial Planners who can assist you on this sort of planning.

Require more information?

If you would like more information or would like to speak to us direct then call us on 01424 730345, 01323 412277 or 01892 784321. Or if you would prefer, ask us a question online.

Thumbnail image

Spring Statement 2022

A review of measures for UK businesses and individuals.

Read more

Thumbnail image

Autumn Budget 2021

Details of the Autumn Budget 2021. Our summary focuses on the key issues.

Read more