Inheritance Tax Planning

With our careful planning and creative thinking, your inheritance tax liability can be greatly reduced

Inheritance Tax Planning

Inheritance tax is now a major problem for many families. The Freezing of the Inheritence Tax Nil Rate Band has led to an increased number of estates being caught by inheritance tax . And in certain circumstances even relatively modest estates are now facing a tax bill of 40%.

Unfortunately, Her Majesty’s Revenue and Customs seem determined to close every loop hole the moment it is discovered - even retrospectively! In March 2006, more anti-avoidance legislation was introduced and we saw a major change in the taxation of most types of trust.

We have a wealth of experience in all aspects of estate planning, which ranges from a simple nil rate band discretionary will trust, to more aggressive trusts and all the main inheritance tax mitigation schemes.