Inheritance Tax Planning

Clients are often concerned about inheritance tax (IHT). The partner and our tax team can discuss the tax implications and our financial services team can then also talk to you about action you can take to mitigate your future IHT liabilities. Amongst other things, this could include investments which give full access and control to the funds but which can at the same time place the funds outside of your estate for IHT purposes.

Inheritance tax planning is not regulated by the Financial Conduct Authority.

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News

21 November 2019

eNews – November 2019

In this month’s eNews we report on an IR35 appeal, HMRC’s clampdown on enablers of tax avoidance schemes and an update on probate fees. With a Charity Commission report on ... Read more

11 October 2019

eNews – October 2019

In this month’s eNews we report on the delay to the VAT domestic reverse charge and the announcement of an independent review of the loan charge. A consultation has also ... Read more

11 September 2019

St Nicholas School defibrillator donation

Mander Duffill has become actively involved with St Nicholas School during the year, initially arranging a Community Day where members of the firm volunteered to help paint various outside areas ... Read more