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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 January 2019

Apprenticeship Open Morning

We are delighted to announce our open morning for anyone interested in studying for a career in Accountancy will be on Saturday 23 March. We will be on hand to ... Read more

1 January 2019

eNews – January 2019

In this month’s eNews we consider pertinent announcements from the Scottish Budget including changes to income tax and Land and Buildings Transaction Tax. Meanwhile, the Pensions Regulator is advising employers ... Read more

7 December 2018

eNews – December 2018

In this month’s eNews we report on Making Tax Digital for VAT and the latest government Brexit documentation. We also include updated advisory fuel rates for company car drivers and ... Read more