Inheritance Tax (IHT) Planning
Tax Planning is the process of accumulating and disposing of your estate to make sure the greatest amount of the estate passes to your intended beneficiaries. In simple terms that means making sure as much of your belongings go to your loved ones and not to the tax man.
We have considerable experience in the design and implementation of IHT mitigation schemes for our clients. Some of these can be complicated, but there are also some basic inexpensive steps, which can create immediate benefits in the majority of cases.
With planning it may be possible to reduce the Inheritance Tax bill payable on your estate after your death. If this is something that is of concern to you, we can help.
In all aspects of Tax planning, we are happy to work in conjunction with your existing accountants and solicitors to ensure you receive the best possible outcome and continuity of service.
Interested in Inheritance Tax?
Schedule a free meeting to discuss your financial planning and
investment management needs at your convenience.