Estate Planning, Inheritance tax planning & trusts

Inheritance tax advice

Inheritance tax advice is no longer something for just the rich to worry about. If you have assets worth more than £325,000 you may have to pay inheritance tax on the value exceeding that amount at the rate of 40%, whether or not you own a villa in Monte Carlo or have recently won the lottery.

When it comes to minimising the amount of inheritance tax your estate will pay, there's nothing quite like effective forward planning. For instance, as a beneficiary of an estate it is possible to enter into a deed of variation up to two years after a death. This can be a tax efficient way of redirecting wealth to future generations. Our inheritance tax specialists can make sure that you take advantage of all the inheritance tax planning strategies available, assisting you with:

  1. setting up tax efficient will trusts;
  2. making lifetime gifts;
  3. the transferable nil rate band legislation affecting married couples and civil partners;
  4. making tax-efficient charitable bequests;
  5. tax relief available on agricultural and business property; and
  6. inheritance tax-saving arrangements for high-net-worth estates.

Contact our inheritance tax specialists

If you would like to talk to one of our inheritance tax experts about how you could potentially save your loved ones thousands of pounds in unnecessary inheritance tax, call Riaz Munir on 0800 437 0080 or click ‘call back’ and we will phone you back.

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0800 437 0080 Call us now for a confidential, no obligation discussion.


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