Inheritance Tax

Our role is to help you in structuring your finances to reduce or eliminate a future Inheritance Tax Liability without jeopardising your own standard of living in the meantime.

If you have money and other assets worth more than £325,000 (£650,000 if married or in a civil partnership) your estate will be liable to pay 40% tax on any excess above this threshold. For this reason, taking steps to plan your affairs is advisable.

This site is not going to give you a detailed breakdown of all the rules and how they apply. The subject is incredibly complex and the options for reducing the liabilty are many and varied. We have been working with clients to plan for IHT mitigation over many years. Each plan is different and will be based on your circumstances and objectives for the future. We will start the process by establishing the size of your potential liability and we will then seek to understand more about your plans for the future. At the point when we have a full grasp of your situation, we will make recommendations (in writing) on the best ways to deal with the problem.

If you are ready to grasp the nettle, you can arrange to have a preliminary telephone conversation with one of our advisers by emailing us with your details or calling us on 0115 9886997. We won't charge for this and it will give you a chance to gauge whether a meeting is worthwhile and to decide whether the adviser feels like the sort of person you want to work with.