Inheritance Tax is an unwelcome tax burden for loved ones but with careful estate planning, there are ways to limit the amount they will pay.

Our team can help reduce Inheritance Tax liabilities by using lifetime gifts, tax-efficient investments and trusts to maximise allowances and reliefs. Since business structures can also affect Inheritance Tax, we consider these carefully.

We work closely with you to understand your retirement plans and financial goals for yourself and your beneficiaries. We will help you structure your estate so that you have the peace of mind that your assets are being left in accordance with your wishes in the most tax-efficient way possible.

This may include the use of trust structures, an area in which we have extensive experience.

Our estate planning, trusts and Inheritance Tax services include:

• Advice on allowances and relief

• Advice on lifetime gifts

• Estate planning

• Use of trust and investment companies

• Working closely with your lawyers