Inheritance tax planning

For many people, inheritance tax planning has become simpler since the Government changed the threshold rules for taxation in 2007. However, there are many opportunities to reduce liabilities if the estate is likely to be taxable.

These are some of the situations where planning and professional advice may be beneficial:

Valuing your assets
Organising your assets
Altering a Will to take account of changed circumstances or increased property values
Preparing a Deed of Family Arrangement (Deed of Variation) which enables beneficiaries to re-arrange assets in a more tax-efficient way after death
Making gifts to children or a spouse during a lifetime
Choosing the form of joint ownership of a home.

We can offer advice on the opportunities available to you and, if necessary, introduce you to Independent Financial Advisors.

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What do I need to tell you?

Download our free checklist which explains how to value your assets.

Other services you might need

Making a Will
Home ownership advice
Dealing with probate
Powers of Attorney
Preparing a Deed of Trust