Inheritance Tax planning
We help you understand what your estate is worth, what Inheritance Tax would be due, and the lifetime and will planning that can reduce it.
What we do for you
- Valuing your estate
- Using the nil-rate and residence thresholds
- Lifetime gifts and trusts
- Business and agricultural relief
- Working with your solicitor on your will
Questions clients ask
Is anything left to my spouse taxed?
No. Anything left to a spouse, civil partner or charity is normally free of Inheritance Tax, and any unused threshold can pass to your partner.