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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

10 August 2018

eNews – August 2018

In this month’s eNews we report on Making Tax Digital for VAT and the Bank of England interest rate rise. Meanwhile the Scotland Parliament introduces a tax relief for first-time ... Read more

10 July 2018

eNews – July 2018

In this month’s Enews we report on the Supreme Court’s ruling on workers’ rights and the latest guidance from HMRC for employers. We also consider the latest tax gap figures ... Read more

14 March 2018

Spring Statement 2018

The 25 minutes of Mr Hammond’s first Spring Statement came as a welcome relief after 2017 – a year that that contained two Budgets and three Finance Bills.  The Spring ... Read more