Inheritance Tax & Trusts

Estate Planning

We offer a full review of your IHT and estate position with a view to minimising the overall Inheritance Tax liability. We will ensure that you make the best use of all of the available IHT reliefs and allowances.

Trusts

Trusts are often useful as part of an overall Estate Planning strategy to protect assets and provide a flexible environment for income and capital control. Working with Trusts there is considerable scope for mitigating potential inheritance tax liabilities.

Our services include:

• Choosing the most suitable type of Trust
• Advising on the tax advantages of Trusts
• Maximising IHT reliefs and exemptions
• Advising on tax efficient Wills
• Dealing with share re-organisation
• Planning life-time gifts