For many of our clients the most pernicious tax of all is IHT, which affects anyone with assets over £300,000. As successive governments change the rules, expert advice and planning is vital together with ongoing reviews. Evidence shows that estates where planning has been carried out tend to pay less tax than those where there is no provision.

Working in conjunction with the client’s solicitor we have helped numerous clients save thousands of pounds by reducing the impact of Inheritance tax on their estate.

Often we are seeking to achieve a balance that offers a reduction in IHT liability while retaining some control of the assets or at least the income arising from the assets for the benefit of the surviving spouse on first death.

Click here to use our Inheritance Tax Calculator.