High-Net-Worth Inheritance Tax Planning – Barnet

Before speaking to us, many new high-net-worth Inheritance Tax (IHT) clients are unaware of the substantial savings that can be achieved.

That’s because:

• Our Inheritance Tax service is deeper than an IFA’s – as we can advise across the complex interplay of taxes and investments.
• You’ll receive comprehensive, tailored tax advice – for your specific needs.

This can ensure your associated savings increase and your risks are reduced.

Inheritance Tax Resources

• 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 Related Services

Often,  IHT is part of a more in-depth tax management service including:

• Capital Gains Tax
• Child Trust Funds
• Wealth Management service, which can unlock still greater savings by considering, as one, your finances across:
  • Tax planning
  • Investment advice*
  • Wills and probate

Inheritance Tax 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 Inheritance Tax Team

J Stuart Thomson MA CA 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

Geeta Morgan FCA CTA MSCI Prof. PgDip (GRC)

Audit Director

• As Audit Director, has audited the States of Guernsey and the Guernsey Financial Services Commission.
• FCA – Fellow Chartered Accountant (ICAEW)
• CTA – Chartered Tax Advisor
• MSCI – Member of Chartered Institute for Securities & Investments
• Prof.PgDip (GRC) – Fellow of the International Compliance Association
• Has never lost a client due to work quality or failing to meet expectations.

> Geeta'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

Next Step

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

*In conjunction with an associated firm.