Inheritance Tax Planning
Understand your Inheritance Tax exposure now, and plan ahead so more of what you've built goes to the people you intend.
Planning ahead protects more than a rushed decision ever can
Inheritance Tax is one of the most planned-around taxes in the UK, and most of the effective planning happens years, not weeks, before it's needed. We help you understand your current exposure and the legitimate steps available to reduce it, in plain English.
What's included
- A clear assessment of your current Inheritance Tax exposure
- Guidance on gifting rules and the seven-year rule
- Advice on trusts and how they can fit into estate planning
- Support for family businesses and agricultural or business property relief
- Coordination with wills and estate planning alongside your solicitor
- Regular reviews as your circumstances and thresholds change
Who this is for
Individuals and families with an estate that may exceed the Inheritance Tax threshold, and business owners thinking about succession.
Inheritance Tax — frequently asked questions
Sooner than most people think — many reliefs, such as gifting rules, depend on actions taken years in advance, so an early conversation gives you far more options.
Yes, Inheritance Tax planning usually sits alongside wills and estate planning, and we're happy to coordinate directly with your solicitor to make sure everything is joined up.
Property values alone have pushed many ordinary estates over the threshold in recent years, so it's worth a review even if you don't consider yourself wealthy in the traditional sense.
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