Chartered Accountants
Corporate Tax Specialists

Inheritance Tax Planning

Preserving Your Wealth for Future Generations

The Complete Solution

Inheritance Tax (IHT) can significantly erode the estate you pass on to your loved ones. Effective and timely planning is crucial to minimise this burden and ensure your legacy is preserved.

Our specialist Inheritance Tax advisors provide comprehensive, tailored planning — from utilising the Nil-Rate Band and Residence Nil-Rate Band, through gifting strategies and trust structures, to reviewing your will in the context of IHT objectives.

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

IHT is charged on estates worth more than the £325,000 Nil-Rate Band at 40%. With a Residence Nil-Rate Band of up to £175,000, careful planning can significantly reduce exposure.

Key strategies include making use of annual gifting exemptions, setting up trusts, investing in Business Property Relief-qualifying assets, and ensuring your will is structured tax-efficiently.

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Phone Number020 8127 0728
Whatsapp Chat074 7117 0484
Email Support[email protected]
Office Address187a London Road, Croydon, Surrey, CR0 2RJ

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