Inheritance tax planning

We have a range of options available depending upon your query, from a one off question to a full IHT review, including making suitable recommendations which can include trusts and family investment companies.

Trust planning

We can advise on creating or closing trusts, taking over the administration of trusts and all compliance matters relating to a trust, whether onshore or offshore.

General tax advice and compliance

We provide many other aspects of personal tax advice and compliance needs, including personal returns, trust returns and all inheritance tax compliance.

Our fees

A fee structure which provides clarity from day one.

Introductory call

£ Free

  • No obligation

  • Free 30 minute call

  • Information gathering
  • Recommend next steps

Advisory call

£ 250

  • 30 minute call
  • Specific advice
  • Follow up email
  • Recommend next steps

Advisory report

£ POA

  • Full written report
  • IHT planning including trusts and FICs
  • Options for discussion
  • Follow on meeting