Inheritance Tax

Inheritance Tax is a substantial tax and is payable at a rate of 40% on any assets held in a person’s Estate over the nil rate band which is currently £325,000.

We have a wealth of experience within the team in advising  on inheritance tax planning and drafting tax efficient Wills.

Inheritance Tax planning services available include:

  • Determining the potential exposure to inheritance tax
  • Advising on the drafting of Wills to minimise the exposure to inheritance tax and to ensure that a clients wishes as to who should benefit can be achieved
  • Advising on the capital gains tax and inheritance tax implications of making lifetime gifts
  • Advising on the use of trusts as a vehicle to minimise exposure to inheritance tax
  • Advising on the use of trusts to protect assets against divorce, bankruptcy and care home fees

Benefits of using our service

  • Exposure to inheritance tax is reduced
  • Planning can be achieved without you losing control over the asset
  • Assets are protected for the long term benefit of you and your family
  • Peace of mind knowing that you have done all you can to reduce your exposure to tax
  • We have the contacts to get the work done efficiently such as valuers, solicitors. Investment advisors

For further information please contact Robert Peel or Nigel Shaw at – 01904 464 100