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“We help clients plan how they can pass on
their wealth in the most tax-efficient way"

Inheritance Tax

A combination of increasing house prices and a frozen nil rate band has brought more people than ever into the Inheritance Tax (IHT) net.

IHT should not be a nasty shock and indeed there are numerous exemptions and reliefs that may apply. With sound professional advice, many people who would have paid high levels of IHT could have reduced their tax bill.

We help clients plan how they can pass on their wealth to the next generation in the most tax efficient way. We listen to our client’s needs and aim to strike the balance between making gifts in lifetime and ensuring that there is enough to maintain one’s lifestyle.

From simple measures such as using annual exemptions or revising an existing Will to restructuring a client's assets there are a wide range of IHT saving options available. We also work closely with our Financial Planning team and together will discuss IHT planning opportunities including investments which qualify for IHT exemptions and considering life assurance protection in certain circumstances.

We appreciate the sensitivities surrounding IHT and our personal approach ensures we have a thorough understanding of all aspects of a client’s affairs – often their personal ones as well as their financial position.

For further information, please contact us at Mercer & Hole - click here if you wish to submit an email enquiry to one of our Private Client Partners.

Contact a Private Client Partner

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