Inheritance Tax Planning.

Property price rises in recent years, together with a freezing of the nil-rate band and Inheritance Tax (IHT) thresholds until 2026 have contributed to a significant growth in the number of estates now being subject to IHT.

However, it is possible with careful planning to mitigate the effects of IHT, ensuring that as much of your hard-earned wealth passes to the people you choose rather than to HMRC.

We can advise on the tax reliefs available and what structures can be used to protect your assets from Inheritance Tax, whilst in many cases ensuring you still retain control of these assets.

Our experts can advise on:

• The use of Business Property Relief (BPR)
• Trust planning – by wrapping assets into a suitable trust
• Life assurance plans –to manage Inheritance Tax exposure
• Bespoke personal solutions