Inheritance Tax Planning

Truth. Simplicity. Transparency.

Inheritance Tax Planning
Inheritance Tax Planning

Wide scale home ownership and rising property values have meant that more and more ordinary people need inheritance tax planning advice. Don’t get caught out by a large IHT bill.

We see this tax as avoidable in many instances – it’s just that clients are not aware of the lawful actions you can take to do so. It just needs some smart inheritance tax planning.

For UK domiciled clients, Inheritance tax (IHT) is currently charged at 40%, and is payable on your estate once your net assets exceed £325,000. In 2017-18, 3.9% of UK deaths resulted in an Inheritance Tax (IHT) charge (

You need to understand the value of your estate.

Research by showed that UK taxpayers wasted a massive £595 million in unnecessary IHT payments in 2016* (*pub. Jan 2017).

Providing your family with lasting benefits means taking action now, get some clear and trusted inheritance tax planning advice!

Our Services & Expertise

There are a several different ways of planning to try to eliminate or at least reduce your potential liability.

These include:

  • The writing of a suitable will which is regularly reviewed best advice
  • The gifting of assets during lifetime
  • Using trust wrappers
  • The use of appropriate insurance policies

To find out more contact Ian Brown for advice. We can also help you with making a suitable will. It pays to understand the value of your estate and we would be happy to help you go through a checklist which will give you an indication of any likely IHT problems.

You need to plan ahead to ensure that your assets are passed on to your loved ones as efficiently as possible.

Estate planning is not regulated by the Financial Conduct Authority.

Your home may be repossessed if you do not keep up repayments on your mortgage.

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

What makes us different?

Start your journey to a better financial future

You can talk to us in confidence about protecting your income and your family, residential and business mortgages, pensions, SIPPs, annuities, income drawdown, inheritance tax, wills and tax efficient investments. The first meeting is at our expense and without any obligation

You can contact us via telephone, email, or use the contact form below: