Inheritance Tax

Inheritance tax is increasingly impacting families and the passing of wealth between family members. We provide proactive and constructive solutions to minimise exposure to inheritance tax. We recommend early planning to achieve optimum effect, together with ongoing reviews to take into account changes in tax legislation.

We advise on:

  • lifetime planning to include gifting of property and the use of trusts, where appropriate
  • preserving and maximising valuable inheritance tax reliefs including business property relief
  • tax effective will planning
  • structuring solutions for non-domiciled individuals and establishing domicile
  • loan trust, discounted gift trusts and other financial inheritance tax planning products in conjunction with WK Financial Management Ltd.
  • property and share ownership structures for long term family wealth protection and inheritance tax mitigation

Services