Our inheritance tax planning services include:
- Estate review and planning: We conduct a full review of your estate, including assets, liabilities, and potential tax exposure, to devise an effective tax minimisation strategy.
- Use of exemptions and reliefs: We advise on the use of available inheritance tax exemptions and reliefs, such as the annual gift allowance, spousal exemptions, and agricultural or business property reliefs.
- Trust and will planning: We help you structure your will and consider the use of trusts to protect your assets and ensure they are passed on in a tax-efficient manner.
- Lifetime gifts: We offer advice on making gifts during your lifetime to reduce the value of your estate and minimise future IHT liabilities.
- Business succession planning: For business owners, we provide specialised advice on succession planning to ensure the smooth transition of ownership while minimising tax exposure.
- Residence nil-rate band (RNRB) planning: We help you take advantage of the RNRB, which offers additional tax relief on passing down your home to direct descendants.
