Inheritance Tax
OUR INHERITANCE TAX SERVICE
An important aspect of estate planning is ensuring your family, friends and favourite causes inherit as much of your wealth as possible. This is where careful and effective inheritance tax planning can make a big difference.
Effective planning is a considered and precise process that forms part of a comprehensive wealth strategy encompassing all of your goals and assets.
Our highly skilled wealth planning experts will work closely with you to formulate a holistic plan that provides you with a sustainable level of retirement income while also giving you access to your capital when you need it.
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OUR INHERITANCE TAX SERVICE INCLUDES:
Cash flow modelling – Using cash flow modelling to create a robust forecast of your future income and expenditure ensures you don’t spend or give away more than you can afford.
Making the most of your allowances – Making the most of all the allowances available to you, to maximise tax efficiency, such as those gifts no longer included in your estate for IHT purposes, even if you die within seven years of making them.
Gifting excess income and assets – Working with you to decide what income and assets you can comfortably afford to give away, to reduce the amount of your estate liable for IHT.
Specialist investments – Advising on how certain investments can be used to reduce inheritance tax while offering growth potential to enhance your legacy. If you already invest through our investment management service, your wealth planner will work closely with your investment manager to restructure your portfolio.