Estate & Inheritance
Estate & Inheritance Tax Planning
Our Exclusive Private
Client Services
Probably, you are thinking of attaining the maximum amount of your wealth to be transferred to your family and taking care of your dependents. Be it just simple wishes or more complicated tax management, we could ensure that your beneficiaries benefit the most.
Here, all the issues related to inheritance tax will be discussed, and help taken in understanding various factors like domicile, marital history, asset location, and estate make-up which may affect just how much the estate owes. Using tax-efficient estate structures means we can reduce HMRC’s claim on your estate, enabling your loved one to inherit more of the hard-won wealth.
A meeting is subsequently scheduled after you have given us some basic information for an appointment regarding strategies that will protect this property in terms of UK inheritance Tax saving.
Our knowledge on the taxes includes specialized knowledge on;
- Your spouse IHT exemption
- Utilization of Residence Nil Rate Bands
- Gifting during lifetime
- Property transfers during lifetime
- Life assurance to cover IHT liabilities
As well as advice regarding Inheritance Tax and other taxation, we also offer the following:
- Wills and Deeds of Variation.
- Trusts (UK and offshore)
- Lasting power of attorney (LPA)
- Life assurance through our associate independent financial advisers
Talking Tax: Inheritance Tax
The Head of Private Client Tax at our wills & probate specialist firm gives an introduction to inheritance tax (IHT).