i want to pass on what I've built

Strategic inheritance tax planning (IHT) will help to preserve your estate and ensure that your wealth reaches the people you intend.

plan my inheritance

IHT Planning Strategies

Gifting during your lifetime uses your available exemptions, and removes assets from your taxable estate. We help you structure gifts within your financial means.

Trust structures can provide flexibility and control over how your wealth is distributed. While insurance-based solutions can cover your IHT liability, leaving your estate intact for beneficiaries.

Current IHT thresholds and allowances

We help you understand your nil-rate band, residence nil-rate band, and how they apply to your specific estate.

Understanding your potential tax liabilities

We calculate your likely IHT exposure today, so you can see clearly what's at stake and where planning can make a difference.

Gift strategies and exemptions

We help you make the most of annual gifting allowances and exemptions to reduce your taxable estate during your lifetime.

Insurance-based solutions

We arrange cover to fund your potential IHT liability, so your estate can be passed on intact rather than eroded by tax.

Trust structures and estate planning

We advise on trust structures that give you flexibility and control over how and when your wealth is distributed to beneficiaries.

Explore Wills and Estate Planning

start planning early

IHT planning is most effective when started early. The earlier you begin to plan, the more options are available and the better your family will be protected.

Ready to Plan Your Legacy?

Speak to our team for a free consultation on reducing your inheritance tax liability and protecting what you leave behind.