Inheritance Tax planning

Would you be happy to give away 40% of your hard earned money to the tax man when you die? Or would you prefer to ensure that your wealth stays in the family?

Our advisers are experienced in providing clients with effective Inheritance Tax Planning, carefully balancing the need to minimise your taxable estate whilst ensuring you have enough money for your future needs.

By taking a snapshot of your current financial position and understanding what the cost of your desired lifestyle is relative to your current and expected income, it is possible to draw a picture of what your future finances may look like. From there we’ll guide you through the measures which can be taken to remove or at least reduce any inheritance tax (IHT) liability.

With the right advice and careful planning your hard earned money should go to those that matter rather than to the tax man.

"Keeping your wealth in the family"