Tailored Inheritance Tax Planning – West London

Tailored Inheritance Tax Planning – West London

We offer tailored Inheritance Tax (IHT) planning services for asset-rich individuals.

Depth and Breadth of IHT Expertise.

We’ll help you to pass on more of your hard-earned wealth to your loved ones because we provide integrated, in-depth advice, across:

IHT Resources

Many new clients were initially unaware of the substantial tax savings available from our expertise, that’s because

  • We provide tax advice tailored to your specific needs.
  • Our IHT services are backed by:
    • An in-house Chartered Tax Advisor (CTA). CTA is the UK’s highest tax qualification.
    • Tax staff who have previously worked for HMRC, so we know how to work with them on your behalf effectively. 
    • 70 staff – all based in the UK to maintain quality.
  • We’re a full-service, mid-sized firm of Chartered Accountants. We have the resources you need to reduce your IHT – and are small enough to care.

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.