Inheritance Tax Planning

Inheritance tax (IHT) planning isn’t just for the wealthy. Without realising it, many people may pass on something they didn’t want to - a large tax bill.

What is Inheritance Tax Planning?

There are a number of exemptions and planning methods that can legally reduce or entirely mitigate the IHT liability, or provide for the liability cost effectively should it not be possible to avoid.

How does it help me?

Careful planning can reduce or eliminate inheritance tax bills, helping to ensure your inheritance goes to your loved ones, not the taxman.

Your estate is valued as the total of any property you own and all your assets.  If the total exceeds £325,000 singularly or £650,000 jointly, we can help you understand your options to protect yourself against unnecessary tax.

Contact Us

17 Horseshoe Business Park
Upper Lye Lane
Bricket Wood
St Albans

Tel: 01923 517 117
Fax: 01923 856 877