Inheritance Tax

When you work as hard as you do, it is essential that the wealth created benefits not only you but those you would wish to pass it on to. Our tailored wealth succession planning enables a smooth transition to the next generation as well as minimising tax liabilities.


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• Individuals whose estate planning is close to the nil rate band or many times larger

• Techniques to mitigate inheritance tax on family homes, family businesses and investment portfolios

• Both lifetime transfers and wills

However, estate planning is not solely about tax and we adopt a sensible approach, helping you to ensure your own financial needs are met and to avoid ‘giving away too much too soon’.