Chartered Accountants
Corporate Tax Specialists

Estate Tax Planning

Minimise IHT and Protect Your Estate

The Complete Solution

Estate tax planning is about more than Inheritance Tax. It involves structuring assets, coordinating wills and trusts, and planning lifetime gifts to ensure your estate passes to your beneficiaries as intact as possible.

Taxaccolega's advisors help you understand your current IHT exposure, identify planning opportunities, and implement strategies proportionate to your estate value and family circumstances.

Our Strategic Approach

We work closely with you to examine transaction histories, map corporate/personal bands, reconstruct details, and generate standard compliance packets that satisfy HMRC guidelines.

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Common Questions

Frequently Asked Questions

Your estate includes all property, savings, investments, and personal possessions you own at the date of death. Certain trusts and gifts made within 7 years may also be included.

Defined contribution pension funds are generally outside your estate for IHT purposes, making pensions a useful vehicle for intergenerational wealth transfer.

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Phone Number020 8127 0728
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Office Address187a London Road, Croydon, Surrey, CR0 2RJ

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