Why Use Us?

We specialise in assisting clients to mitigate inheritance tax legally and without touching the grey areas of tax evasion.

We specialise in assisting clients to mitigate inheritance tax legally and without touching the grey areas of tax avoidance and evasion.

Don’t misinterpret, IHT planning IS tax avoidance; however, many have started using ‘avoidance’ to refer to ‘contrived’ tax planning, but the widely accepted definition of ‘avoidance’ is ‘legal tax planning.’

We have been offering this service for many years and we are more than experienced to help you in your decision-making process.

Inheritance Tax itself sounds daunting however, we are here to ease the process for you.

Business Property Relief Schemes invest in assets that are high risk and can be difficult to sell such as shares in unlisted companies. The value of the investment can fall as well as rise and investors may not get back what they originally invested, even taking into account the tax benefits.

Inheritance Tax Planning

In this world, nothing can be said to be certain, except death and taxesBenjamin Franklin

There are numerous ways to mitigate Inheritance Tax Planning (IHT), but we find that the majority of cases utilise a combination of the following:

 

  • Gifting
  • Whole of Life Assurance
  • Loan Trust
  • Discounted Gift Trust
  • Flexible Reversionary Trust
  • Business Property Relief

Want to know more

There is much to be discussed!