Inheritance Tax Strategies

Your aim is to pass assets to your family and loved ones tax efficiently. We have the experience to ensure that you implement a plan to meet your objectives. Our specialist lawyers and tax advisers provide comprehensive and effective inheritance tax advice.

We help you to tax plan and have the technical expertise to structure the legal documentation so that your planning is implemented cost effectively to protect your investments and to pass on your wealth as you wish.

Many of our clients turn to us to assist when they wish to limit or reduce potential Inheritance Tax liabilities. We have an experienced team of lawyers and advisers with the experience to make that a reality, potentially providing huge benefits to your beneficiaries.

From trusts to inheritance tax efficient investments, we can advise on tax planning elements which will provide clear benefits for your children, grandchildren and wider estate.

There are numerous ways to mitigate tax liability on your estate and we will help you to tailor a plan for you and your estate that meets your goals and suits your circumstances. We can also advise on balancing your lifetime income requirements against your future financial needs.

Whether you wish to protect property assets or investments, plan for your family’s future, or wish to consider how best to preserve entrepreneurial or family wealth in the UK or internationally, our private wealth team is ideally placed to assist with your inheritance tax planning. Our aim is to provide you with peace of mind, and security for the people who are important to you.