Tailored Inheritance Tax (IHT) Planning West London
![](https://johnsonsuk.com/wp-content/uploads/2022/10/PRS_3738-e1679000413880.jpg)
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:
- 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
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.