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 full-service, mid-sized firm of Chartered Accountants with 90 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 Related Services
Often, IHT is part of a more in-depth tax management service including:
- Capital Gains Tax
- Child Trust Funds
- Wealth Management service, which can unlock still greater savings by considering, as one, your finances across:
- Tax planning
- Investment advice*
- Wills and probate
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
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.
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.
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.
Next Step
Contact us today to relieve your IHT headache. You’ll be pleased you did.
*In conjunction with an associated firm.