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Inheritance Tax Planning

Inheritance tax affects an increasing number of families. So it's important to plan carefully.

Inheritance tax affects an increasing number of families. So whether you are deciding who will benefit from your estate, or whether you are expecting to inherit, we believe it’s important to plan carefully.

We aim to provide advice on a range of investment strategies designed to mitigate any potential inheritance tax liability. These could include:

  • advice on setting up your strategy

  • an insurance policy to cover the inheritance tax liability; or

  • investment planning for capital you have gifted into trust for your beneficiaries

Working closely with your other professional advisors, such as your solicitor and accountant, we’ll find the most suitable strategy for your circumstances.

If you believe we can help you with your finances please contact us:

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