Inheritance Tax Planning

Inheritance tax planning is important for preparing for the future, preserving the wealth earned over a lifetime for the next generation and loved ones, and minimising the amount of tax your beneficiaries will pay on your estate.

Our inheritance tax planning including:

  • Making use of annual exemptions during your lifetime
  • How to gift surplus income or make regular contributions to maintenance costs
  • Keeping a business within the family
  • How to use charitable donations to reduce the inheritance tax rate
  • Passing on unused pension funds

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01865 24 55 11

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Frequently Asked Questions