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Inheritance Tax - A Summary

16 Nov 2017

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Inheritance & estate planning

Protecting your wealth is important but without planning, 40% of your estate could be lost to Inheritance Tax when you die.

Fortunately, there are many ways to minimise your exposure to Inheritance Tax. Making sure you structure your affairs tax efficiently with a view to meeting your long-term plans is essential.

Planning should be as straightforward as possible as tax legislation and your personal circumstances will change over time.

We advise on ways to reduce Inheritance Tax such as Agricultural and Business Property Relief and making gifts.

Inheritance Tax is not just a tax on death, it can arise during your lifetime. We’ll take Inheritance Tax into consideration if you are changing your asset profile or transferring assets into a trust.

Some of the services we provide include:

  • School fees planning
  • Pre-owned assets
  • Planning and accounting for trusts
  • Lifetime gifts from income or capital

 

Speak to an expert

Jennie-Brown

Jennie Brown

Director of Private Client Services

Kettering

nicola_harte

Nicola Harte

Assistant Manager

Banbury

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A pension is a long-term investment that helps you build up a pot of money to use for retirement.

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