Inheritance tax

Effective inheritance tax (‘IHT’) planning can help you mitigate your current exposure, but perhaps more importantly, provide wealth protection for you and your future generations.

There are many situations where IHT should be considered, not just on death. If your business is to be sold, or you want to make gifts to your children or a trust, there could be IHT implications.

We can help with:

• calculating your current exposure and advising on utilising allowances and reliefs
• trust planning and the benefits of using trusts
• establishing a family investment company (‘FIC’)
• reviewing companies to ensure qualification of business relief
• reviewing existing wills to ensure they are tax efficient