Inheritance Tax Planning – West London

Before speaking to us, most new Inheritance Tax (IHT) clients are unaware of the substantial benefits of combining:

• Tax planning
• Investment advice 
• Wills and probate

These are often considered separately – which is not optimal.

However, as Chartered Accountants who also employ IFAs, we’re able to provide integrated, comprehensive, tailored IHT advice – for your specific needs.

In doing so, we’ll reduce your taxes and optimise your personal, family and business finances.

IHT and Wealth Management Advice

Our IHT service is deeper than that of an IFA. So we can better optimise your IHT and also provide a wide range of wealth management services.

From a huge number of options, we’ll optimise your overall financial plans across:

• Inheritance Tax (IHT)
• Capital Gains Tax (CGT)
• Personal Investments (we employ IFAs)
  • Pensions
  • Investments
• Property Transfers
• Family Trust Funds
• Wills and Probate
• Services Business Owners
  • Business Succession Planning. This can enable you to maintain control after business transfer.
  • Business Exit Advice
  • Corporation Tax
  • Enterprise Investment Scheme (EIS)
  • Family Investment Companies
  • Property Taxes

The comprehensive nature of our IHT services ensures that associated IHT risks are reduced or eliminated.

IHT Resouces

• We’re a full-service, mid-sized firm of Chartered Accountants with 70 staff.
• 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 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.

Next Step

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