Inheritance Tax Planning

Inheritance Tax (IHT) is a major concern for many people, especially given the substantial rises in UK property. In recent times this has led to more estates falling within the IHT threshold. Without proper inheritance tax advice and planning, people can end up leaving a substantial tax liability on their death considerably reducing the value of the estate they pass on to chosen beneficiaries.

There are various ways of reducing Inheritance Tax by way of making regular gifts out of surplus income through to sizeable gifts into trust. However, each of the options available must be considered carefully and matched to your individual needs and circumstances.

We specialise in providing Inheritance Tax planning and advice to our clients to reduce or even remove the impact of Inheritance Tax. Using our expert knowledge in the area of estate planning we are able to provide tailored solutions to assist with the transfer of wealth from generation to generation for our clients.

Once established, we will continue to review your tax planning arrangements on a regular basis with you to ensure that they remain up to date with changes in taxation legislation or indeed any changes in your own circumstances.

For any help or advice in relation to Inheritance Tax planning, or indeed any other aspect of wealth management, please get in touch with us. Our experienced team of financial advisers will be happy to discuss your circumstances and how we might be able to assist.

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    Without a personal injury trust in place, you can lose entitlement to present and future means-tested state benefits, including local authority contributions to the cost of long-term care. We offer simple, jargon free advice to check if a personal injury trust is required on receipt of a claim, generally at no cost to you.
  • Client Testimonials

    Whilst my client’s situation is obviously very complicated, you made it very straight forward – quite an art!
    My current investments are well on the positive side and I do thank you for your care and management of my financial affairs. I simply wouldn’t know how to manage them myself, and feel secure and confident knowing you are looking after these matters so professionally.
    I’m really impressed by how responsive you have all been to get this through against such a tight timescale.
    Thank you for your visit today. We enjoyed meeting you and found you to be very thorough and knowledgeable. As a result, we now have a positive outlook concerning the future of our finances
    I knew I had to start the ball rolling with getting our finances sorted but it was a hard thing for me to do as it cements the fact that our lives have changed forever. You made the whole process so much easier.
    On behalf of Walk & Talk Group, I would like to thank you for the most informative, enjoyable and appropriate presentation you gave. Members found the session of great value and very useful.
    Morven’s guidance about pensions and investments has provided us with excellent returns, even during the recent turbulent financial times. She has been a helpful and friendly advisor for many years and we wouldn’t hesitate to recommend her.
    The professionalism of your service continues to give me confidence that we are pursuing the optimum route with our finances. The sound advice you provide is more critical than ever in the current climate.
    It’s lovely for us to have nice friendly advisors like Jonathan and Morven.
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