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Inheritance Tax Planning

Inheritance Tax is charged on a person’s estate at the time of their death, but the first £325,000 is exempt – anything above this is taxed at 40%, and additional exemptions may be applicable depending on an individual’s circumstances. It is therefore important to organise your affairs in a way which minimises the amount of tax that your relatives may have to pay.

We can make sure that your Will protects your business interests and secures the family home, as well as advising you on how best to ‘gift’ your wealth to others. Gifts to spouses, civil partners and charities are exempt – but those paid into trust may be chargeable.

Inheritance Tax is not automatically deducted immediately after death. For beneficiaries, there are also ways to reduce the tax payable from the your estate, if services are sought within two years.

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Contact our Private Client Services Team on 01908 692769