Inheritance Tax Planning

We aim to produce an effective plan which both meets your requirements and produces tax savings.

The matters which will be considered in planning effective inheritance tax savings are:

• The use of trusts where appropriate 
• Examination of private limited company share structures to ascertain the advantages of any share reorganisation 
• Planning in respect of the family home 
• Ensuring the wills are tax efficient 
• Consideration of lifetime gifts 
• Ensuring that all pitfalls are avoided e.g. Gift with Reservation of benefits

If you wish to know more about our inheritance tax planning service or would like to arrange a free initial meeting in order to discuss how we can help you in more detail please contact us.