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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 June 2018

Mander Duffill Golf Day 2018

We are delighted to announce our golf day on 14 September 2018!
We welcome our clients and local businesses to join us for a golf day at Castle Coombe Golf ... 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

5 December 2017

eNews – December 2017

In this month’s eNews we report on pertinent Budget announcements. We also report on the advisory fuel rates for company cars, rules for tax free Christmas gifts for employees and the ... Read more