Tailored Inheritance Tax (IHT) Planning West London

Tailored Inheritance Tax (IHT) Planning West London

We offer tailored IHT planning services for asset-rich individuals. We’ll 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 a greater depth of IHT-related expertise than an IFA.

  • Our advice spans both your investments and your tax exposure:
  • You’ll receive comprehensive advice optimised for your specific IHT 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

We provide wide-ranging specialist services for business owners, including:

Additional IHT Related Services

Your 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. You’ll be pleased you did.