Tailored Inheritance Tax (IHT) Planning West London

We offer tailored IHT planning to enable you to pass on more of your hard-earned wealth to your loved ones.

Many new clients were initially unaware of the substantial tax savings available from our expertise. That’s because we offer higher levels of IHT-related service than an IFA:

• We provide integrated advice across:
  • Taxes,
  • Investments.
  • Trusts.
  • Wills and probate.
• As a result, you’ll receive comprehensive advice optimised for your specific needs.
• 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’re a mid-sized firm of Chartered Accountants – authorised by The Financial Conduct Authority as an exempt professional firm.

IHT Planning for Business Owners

Provide wide-ranging specialist services for business owners, including:

• Business Valuations.
• Business Succession Planning This can enable you to maintain control after business transfer.
• Business Exit Advice.
• Setting up a Family Investment Company.
• Property Taxes

Additional IHT Related Services

IHT planning can also utilise our expertise across:

• Pensions.
• Finance advice.
• Investments.
• Stamp duty relief (in addition to IHT).
• Lifetime transfers.
• 10-year charges.
• Benefits from wealth before tax

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 – and reduce your taxes. You’ll be pleased you did.