High-Net-Worth Inheritance Tax Planning – West London

High-Net-Worth Inheritance Tax Planning – West London

Before speaking to us, many new high-net-worth Inheritance Tax (IHT) clients are unaware of the substantial savings that can be achieved.

That’s because:

  • Our Inheritance Tax service is deeper than an IFA’s – as we can advise across the complex interplay of taxes and investments.
  • You’ll receive comprehensive, tailored tax advice – for your specific needs.

This can ensure your associated savings increase and your risks are reduced.

Inheritance Tax Resources

  • We’re a top 100 firm of Chartered Accountants*.
  • We employ an in-house Chartered Tax Advisor (CTA) qualified by the Chartered Institute of Taxation. (CTA is the UK’s highest tax qualification.) 
  • We have the resources you need and are small enough to care.

IHT Related Services

Often, IHT is part of a more in-depth tax management service including:

Inheritance Tax Case Study

The IHT Problem

Our client, in his 80s, owned a hotel and wanted to minimise his inheritance tax (IHT) and ensure his estate passed to his children.

How We Helped

We used our combined expertise in: tax planning, investment management and probate to meet his objectives. We then helped him implement it correctly – ensuring arrangements were watertight. Our probate arm will also administer his estate.

The Result

Our client’s estate will be passed on to children – and the family will save £2m in taxes.

Senior Inheritance Tax Team

J Stuart Thomson MA CA FCT ATT MCSI

Group Managing Director

  • Chartered Accountant (Institute of Chartered Accountants of Scotland)
  • Associate Chartered Accountant (Institute of Chartered Accountants of England and Wales)
  • FCT – Fellow of the Association of Corporate Treasurers
  • MCSI – Member of the Chartered Institute of Securities and Investments
  • ATT – Association of Tax Technicians
> Stuart's full profile
Accountant Aylesbury Karen Stone FCCA

Karen Stone FCCA

Senior Enquiries Lead – Accountancy and Tax Advisory Services

  • Fellow of the Chartered Institute of Certified Accountants (FCCA)
  • Member Association of Accounting Technicians (MAAT)
  • Extensive knowledge with which to advise owner-managed businesses, personal tax and trust clients.
  • Sector experience includes consultancy, agriculture, property ownership/management, construction and training.
> Karen's full profile

Geeta Morgan FCA CTA MSCI Prof. PgDip (GRC)

Audit Director

  • As Audit Director, has audited the States of Guernsey and the Guernsey Financial Services Commission.
  • FCA – Fellow Chartered Accountant (ICAEW)
  • CTA – Chartered Tax Advisor
  • MSCI – Member of Chartered Institute for Securities & Investments
  • Prof.PgDip (GRC) – Fellow of the International Compliance Association
  • Has never lost a client due to work quality or failing to meet expectations.
> Geeta's full profile

Ian Dodge ATT

Senior Tax Manager

  • Association of Taxation Technicians (ATT)
  • Certified in Probate and Estate Administration
  • Ian leads our tax advice services.
  • Over 20 years of experience, he previously worked for HMRC.
  • Provides technical tax support for tax barristers.
> Ian's full profile

Next Step

Contact us today to relieve your IHT headache. You’ll be pleased you did.

*In conjunction with an associated firm.

*Johnsons views itself as a top 100 UK accountancy firm, because it was only £37k short of number 100 in the Accountancy Age 50+50 list for 2024. Since this time, there have been many mergers in the market; Johnson's has grown organically and acquired another firm. Our client base and PIE audit license support our view.