Inheritance tax & Estate Planning

We specialise in providing clear, tailored advice on inheritance tax and estate planning to help clients understand their potential tax liabilities. Many individuals are unaware of how inheritance tax could impact their estate and loved ones, often leading to unnecessary tax burdens. Our goal is to ensure you have a full understanding of your current position, including how your assets are valued and how inheritance tax may apply to your estate.

As part of our service, we guide clients through the various allowances and exemptions available under current UK legislation. This includes the nil-rate band, residence nil-rate band, and gifting rules, which can significantly reduce the taxable value of an estate if used correctly. By making use of these allowances, clients can often preserve more of their wealth for future generations while remaining compliant with HMRC regulations.

We also explore a wide range of planning strategies to help reduce inheritance tax liabilities.