Estate & inheritance tax planning

Using the latest threshholds, reliefs and allowances, our IHT specialists will create a plan, specific to your needs, to ensure you are maximising the amount you pass on to family members and beneficiaries.

There is much scope for tax planning opportunities. Here are just a few of the ways in which we can help.

• Capital gains tax & business tax relief
• Make full use of lower tax rates and any exemptions on lifetime transfers
• Optimising spousal rates and exemptions
• Transfer agricultural or business property
• Transfer assets into trust
• Introduce you to trusted life assurance specialists
• Arrange will creation