Tailored Inheritance Tax (IHT) Planning West London

We offer tailored IHT planning 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 in-depth IHT expertise.

Scope of Our IHT Planning Service

We’ll help you optimise your entire tax position – including your IHT – and help reduce your overall taxes. For example:

  • Optimise the total tax payable across both IHT and Capital Gains Taxes. (Often, there are benefits of playing one tax off against another.)
  • We can create bespoke trusts optimised for your specific situation.
  • For business owners, we can set up a Family Investment Company.
  • We can also manage your probate to ensure your estate is administered in accordance with your plan.

About Us

We’re a firm of Chartered Accountants. The Financial Conduct Authority also authorises us as an exempt professional firm.

We offer a far greater depth of service than an IFA to reduce your IHT. That’s because we‘re more than standard Chartered Accountants:

  • You’ll receive comprehensive, tailored IHT advice – 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.)
  • 60% of our tax staff have previously worked for HMRC – so we know how to work with them – on your behalf effectively.

Integrated IHT Tax Expertise

Uniquely we draw on multiple IHT disciplines to minimise your overall taxes using our expertise in:

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 they will save £2m in taxes.

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