Services - IHT Planning

Inheritance tax (IHT) is currently payable when an individual’s taxable estate is valued over the IHT threshold (£325,000 at March 2011). Therefore, if you own your own home and have some savings, along with other assets, your estate may be accountable for IHT.

Fortunately, legislation means that the sooner you begin to make decisions about your finances and the future, the greater the benefits.

We can help you by delivering a comprehensive IHT planning service, which includes:

  • The provision of a personal plan for minimising IHT. This can be accomplished by using strategies such as transferring assets into a trust, along with a tax-efficient will.

  • The calculation of the total value of your assets and how this may change over time.

  • Advice on how to make full use of exemptions and the transfer of business properties.