Inheritance Tax Advisors & Specialists

Reviewing your likely inheritance tax bill begins with pulling together a snapshot of all that you own and owe, examining what reliefs and exemptions might then apply to those on your death, and working together on what can be done to improve on that.

We listen carefully to your wishes and wants, as well as your needs, and help you to strike the balance between making gifts in your lifetime and ensuring that there is enough to maintain your lifestyle. Our joined-up approach to tax and financial planning means we are able to provide you with sound professional advice, giving you peace of mind ahead of making any decisions.

We will help you to understand the inheritance tax saving options available. These include simple measures such as making use of annual exemptions or gifting surplus income, to possibilities in restructuring your assets to qualify for further exemptions and reliefs. We also consider life assurance protection in certain circumstances.

We appreciate the sensitivities surrounding inheritance tax and our personal approach, often from having acted for you for many years, ensures we have a thorough understanding of all aspects of your affairs including the ones most close to your heart. This means we are well placed to act as an executor in your Will or as an attorney for your property and financial affairs.

We are able to undertake probate work and deal with HMRC reporting which means that we are there to help you plan and, importantly, there to help your beneficiaries too.