Inheritance Tax.

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Only 4 in 10 adults in the UK have a current will, with the rest believing they do not need one and that no Inheritance Tax (IHT) will be due on their estates when they die, which is incorrect.

Without the right planning HMRC could end up being the major beneficiary of your hard work rather than family and loved ones who could suffer IHT up to 40% on any assets passed to them.

Our private client team work with you to protect your wealth, minimise your IHT liability and allow you and your family to enjoy the proceeds of your lifetime’s achievements. We’ll also ensure that any relevant reliefs and exemptions are taken advantage of including:

  • Business Property Relief
  • Agricultural Property Relief
  • Spouse Exemptions
  • Annual and Small Exemptions
  • Nil Rate Band
  • Residential Nil Rate Band
  • Trusts
  • Charitable giving
  • Life time giving
  • Gifts from excess income

Speak to one of our experts