Inheritance Tax planning

Tailored wealth succession planning enables a smooth transition of assets to the next generation as well as minimising tax liabilities.

We can advise:

  • Individuals whose estate planning is close to the nil rate band or many times larger
  • On both lifetime transfers and wills
  • Techniques to mitigate Inheritance Tax on family homes, family businesses and investment portfolios

However, estate planning is not solely about tax and we adopt a common sense approach, helping you to ensure your own financial needs are met rather than giving away too much too soon.