Tailored Inheritance Tax (IHT) Planning West London
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.)
- Many 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:
- Business assets.
- Property Taxes.
- Capital Gains Tax.
- Tax.
- Family Investment Companies
- Probate
- 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 they will save £2m in taxes.
Contact us today to relieve your IHT headache – and reduce your taxes. You’ll be pleased you did.