Inheritance Tax Planning

Watch our video about Inheritance.

In recent years there have been sweeping changes to Inheritance Tax (IHT) and the taxation of trusts. Consequently, now more than ever it is important that individuals who are concerned about protecting their wealth for their family’s future seek advice early.

Our advisers provide you with comprehensive advice which will ensure that your estate will suffer the minimum amount of Inheritance Tax and ensure that your assets are protected for the benefit of your family after you have gone.

As part of immediate IHT planning, trusts can be a valuable tool for structuring your personal wealth and reducing your exposure to IHT. Quite naturally, many people shy away from trusts because they do not understand them and assume (incorrectly) that they lose control over any assets placed into trust.

We can provide you with practical IHT planning advice, and if appropriate to your circumstances our advice will explain and de-mystify how the use of trusts may benefit you.

Contact Steve Vickers on 0114 251 8850 or email him to discuss your inheritance tax planning requirements.

Please refer to our Will Writing page, for information on how you can prepare a will in conjunction with our IHT advice.

We can also assist you with valuations for probate purposes. For more information on our Probate Valuation services please visit our probate valuation page.