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Inheritance Tax

Nobody wants to think about paying 40 per cent of their estate to the taxman in Inheritance Tax, but without the right plan in place, your family could face a substantial tax bill after your passing.

Our experienced, proactive team helps individuals and families take control of their estate and keep more of their wealth in the hands of the people they care about most.

Thanks to the Nil-Rate Band and the Residential Nil-Rate Band (RNRB), it’s possible for a couple to pass on up to £1 million without paying a penny in Inheritance Tax.

However, rising property prices, the inclusion of unspent pensions and changes to existing tax reliefs mean many more families are finding themselves subject to IHT.

That’s where we come in.

We offer clear, practical advice to help reduce your estate’s exposure to tax and make sure your legacy is passed on the way you intend.

Our Inheritance Tax planning services include:

  • Reviewing your Will to ensure it supports your financial goals
  • Advising on trusts that protect your wealth and offer tax benefits
  • Helping you secure the RNRB for your main residence
  • Identifying assets that may qualify for business or agricultural relief
  • Advising on tax-efficient gifting and charitable donations

We don’t just talk tax, we help you plan confidently for the future with the support of friendly, knowledgeable people who genuinely care.

Great people, great results – with a plan that protects what matters most.

Speak to our team today about reducing your Inheritance Tax bill and securing your family’s financial future.