Our Expertise

Inheritance Tax Planning

Forty percent of your estate over the “nil rate band” of £325,000 (£650,000 for a couple) will go to the government on your death (or on the death of the survivor of spouses or civil partners). We can help and advise on mitigating Inheritance Tax through lifetime planning and planning by varying the gifts made by a person in their Will. This includes:

  • Lifetime gifts
  • Advice on exemptions
  • Exempt property such as businesses, unquoted shares and farms
  • Advice on trusts
  • Deeds of variation of Wills

If you wish to speak to a member of our team and discuss how we can be of further assistance to you, please contact Robert Smeath, Partner, or Flora Hussey, Associate.