Inheritance Tax Planning – West London

Before speaking to us, most new Inheritance Tax (IHT) clients are unaware of the substantial benefits of combining:

• Tax planning
• Investment advice 
• Wills and probate

These are often considered separately – which is not optimal.

However, as Chartered Accountants who also employ IFAs, we’re able to provide integrated, comprehensive, tailored IHT advice – for your specific needs.

In doing so, we’ll reduce your taxes and optimise your personal, family and business finances.

IHT and Wealth Management Advice

Our IHT service is deeper than that of an IFA. So we can better optimise your IHT and also provide a wide range of wealth management services.

From a huge number of options, we’ll optimise your overall financial plans across:

• Inheritance Tax (IHT)
• Capital Gains Tax (CGT)
• Personal Investments (we employ IFAs)
  • Pensions
  • Investments
• Property Transfers
• Family Trust Funds
• Wills and Probate
• Services Business Owners
  • Business Succession Planning. This can enable you to maintain control after business transfer.
  • Business Exit Advice
  • Corporation Tax
  • Enterprise Investment Scheme (EIS)
  • Family Investment Companies
  • Property Taxes

The comprehensive nature of our IHT services ensures that associated IHT risks are reduced or eliminated.

IHT Resouces

• We’re a full-service, mid-sized firm of Chartered Accountants with 70 staff.
• 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 have the resources you need and are small enough to care.

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.

Senior Tax Team

J Stuart Thomson MA ACA FCT ATT MCSI

Group Managing Director

• Chartered Accountant (Institute of Chartered Accountants of Scotland)
• Associate Chartered Accountant (Institute of Chartered Accountants of England and Wales)
• FCT – Fellow of the Association of Corporate Treasurers
• MCSI – Member of the Chartered Institute of Securities and Investments
• ATT – Association of Tax Technicians

> Stuart's full profile

Karen Stone FCCA

Senior Enquiries Lead – Accountancy and Tax Advisory Services

• Fellow of the Chartered Institute of Certified Accountants (FCCA)
• Member Association of Accounting Technicians (MAAT)
• Advises owner-managed businesses, personal tax and trust clients.
• Works with our tax and accounts departments in an advisory role.

> Karen's full profile

Ian Dodge ATT

Senior Tax Manager

• Association of Taxation Technicians (ATT)
• Certified in Probate and Estate Administration
• Ian leads our tax advice services.
• Over 20 years of experience, he previously worked for HMRC.
• Provides technical tax support for tax barristers.

> Ian's full profile

Peter Briant CTA

Tax Manager

• Chartered Tax Advisor with 20 years experience.
• HM Revenue and Customs (HMRC) Inspector of Taxes.
• Has worked in tax strategy, tax investigations, large business, public sector, personal tax and corporation tax.
• Represented HMRC in discussions with foreign fiscal tax authorities.

> Peter's full profile

Next Step

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