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

5 July 2019

eNews – July 2019

In this month’s eNews we report on the tax gap, preparing employees for EU exit and the latest on MTD for VAT. We also update you on the latest guidance ... Read more

20 June 2019

eNews – June 2019

In this month’s eNews we report on the latest OTS report on simplification of everyday tax for smaller businesses as well as HMRC tackling dishonest dog breeders. We also update ... Read more

Mander Duffill wins Civic Society Award

Mander Duffill were delighted to be presented with a 2019 Conservation & Environment Award for the conversion of the old Post Office building into offices. Julian Duffill, Managing Partner, collected ... Read more