Inheritance Tax.

Enquire Now

How we can help you save Inheritance Tax.

Last year the Treasury collected over £5 billion of Inheritance Tax. With careful planning, it’s possible to successfully reduce or altogether eliminate the Inheritance Tax bill that your family might otherwise be subject to on your death.

Tax planning steps can also manage Capital Gains Tax so that you’re not faced with a huge bill when you sell or transfer assets.

We can carry out a comprehensive review of your affairs to develop a strategy to enable you to save Inheritance Tax and Capital Gains Tax.

Our Inheritance Tax planning service can:

  • calculate the extent of your current exposure to Inheritance Tax and Capital Gains Tax
  • advise on lifetime gifts
  • recommend the use of Trusts
  • maximise tax allowances and reliefs including Agricultural Property Relief (APR) and Business Property Relief (BPR)
  • liaise with your other advisers to ensure a joined-up strategy is implemented

Ready to talk?

To make a free, no obligation enquiry today please call us on 01884 216106 or send a free online enquiry and we’ll call you back.

You can provide us with instructions by phone, online or