Inheritance Tax

Navigating future inheritance tax implications

Helping you plan for this generation and the next

  • Inheritance Tax Planning
  • Domicile considerations
  • Family Investment Companies
  • Succession Planning
  • Trusts structures
  • Wills

Inheritance tax can be a sensitive subject; having spent your life working hard it’s vitally important that you have the peace of mind to not only enjoy life now but also to know that when you pass money on it is done as effectively and efficiently as possible.

It is important that you act proactively to avoid what can be significant inheritance tax implications on your estate. For example the treatment of your pension, trusts or use of gifts can have a significant upside for your estate and leave you safe in the knowledge that you’ve done all you can to plan for the future.

No two estates are the same and our Private Client team love working with you to understand your very unique personal circumstances and to help tailor a plan for you accordingly.

Useful Reading

These are just a few related articles to give you further insights and information

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