Inheritance Tax (IHT) Planning

Protect your estate and ensure your wealth reaches the right hands — without unnecessary tax.

Our Inheritance Tax Planning Services

We provide structured estate planning that balances generosity with smart tax strategy.

What’s Included

Full IHT Exposure Review

Understand your current liability.

Gifting Strategies

Tax-free giving while you're alive.

Trusts and Reliefs

Use available tools like Business Relief and spousal exemptions.

Liaison with Legal Experts

Work with solicitors for will structuring and probate planning.

Additional Benefits

Control Your Legacy
You choose how your estate is handled.
Reduce Surprises
Avoid last-minute IHT issues for loved ones.
Plan Early
The sooner you plan, the more you save.

What We Do

Join Us in Three Easy Steps

1

Get in Touch

Arrange a free consultation in person or via video with your local accountant. It’s an informal chat to get to know you and find out more about the help

2

Chat To an Expert

We clearly explain the support available to you and are happy to act as business advisors in order to help you grow your business.

3

Get a Fixed Quote

Our fees are fixed and tailored specifically to each individual's needs, so that you only pay for the level of support and services that you require.

Get Support With Your Payroll