Inheritance Tax

Making a success of a succession plan

We can help you plan how to pass on your wealth in the most tax efficient way.

What we offer

Reviewing your likely Inheritance Tax bill begins with pulling together a snapshot of all that you own and owe, examining what reliefs and exemptions might then apply to those on your death, and working together on what can be done to improve on that.

We listen carefully to your wishes and wants, as well as your needs, and help you to strike the balance between making gifts in your lifetime and ensuring that there is enough to maintain your lifestyle. Our joined up approach to tax and financial planning means we are able to provide you with sound professional advice, giving you peace of mind ahead of making any decisions.

We will help you to understand the Inheritance Tax saving options available. These include simple measures such as making use of annual exemptions or gifting surplus income, to possibilities in restructuring your assets to qualify for further exemptions and reliefs. We also consider life assurance protection in certain circumstances.

We appreciate the sensitivities surrounding Inheritance Tax and our personal approach, often having acted for you for many years, ensures we have a thorough understanding of all aspects of your affairs including the ones most close to your heart. This means we are well placed to act as an executor in your Will or as an attorney for your property and financial affairs.

We are able to undertake probate work and deal with HMRC reporting which means that we are there to help you plan and importantly there to help your beneficiaries too.

Private Client Specialists

Meet our people >

Why work with us?

Our private client team is one of the top accountancy firms for private client in the UK.

  • Cross Team Expertise
    Cross Team Expertise

    We offer you a truly joined-up service, with both our financial planning and private client tax working together to give you the best possible advice

  • Industry Recognition
    Industry Recognition

    Tolley's Taxation Awards 2019 Best Private Client Practice Finalist

  • International Reach
    International Reach

    We are a founder member of The International Accounting Group (TIAG)

  • Accessibility
    Accessibility

    4 Offices, London, St Albans, Rickmansworth and Milton Keynes

Close