Inheritance Tax Advice

Inheritance tax can be a major source of worry for many, and to a lay person it may not even be clear if they or their estate is liable to inheritance tax at all. It is a complex area of law and mistakes made, or opportunities not taken, many years before death can be costly.

We can assist you with planning in advance for inheritance tax mitigation. Our specialist adviser has a wealth of experience in this area of law and is a full member of the Society of Trust and Estate Practitioners (STEP). Common inheritance tax mitigation strategies may include:

• Setting up tax efficient will trusts
• Making lifetime gifts
• Advice on the use and availability of the Nil Rate Band and Residence Nil
• Rate Band and those of your spouse
• Making tax-efficient charitable bequests
• Tax relief available on agricultural and business property
• Inheritance tax-saving arrangements for high-net-worth estates

Our up-to-date knowledge will help you take advantage of all inheritance tax planning strategies available.