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Inheritance Tax and Estate Planning

Inheritance Tax and Estate Planning

Wealth preservation through the generations and minimising the impact of inheritance tax (IHT) on their estate is an understandably key concern for our clients. We aim to remove any uncertainty by explaining regulations, reviewing any existing plans to ensure they are structured in the right way, discussing how investments and pensions work from an inheritance point of view and introducing what measures can be taken to be more efficient in this area.

Our team advise on:
  • Making use of exemptions and allowances

  • Gifting

  • Trusts

  • Whole of Life policies

  • Business Property relief

  • Preservation of income

(The Financial Conduct Authority does not regulate on Estate Planning.)

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