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

6 April 2019

Mander Duffill Accountancy Academy with Wiltshire College & University Centre

We are now working with Wiltshire College & University Centre to help train and develop the next generation of accountants.
Julian Duffill, the firm’s Managing Partner, expressed his excitement with ... Read more

5 April 2019

eNews – April 2019

In this month’s eNews we report on tax changes for the new tax year and an update on the Structures and Building Allowance following the Spring Statement. We also consider ... Read more

6 March 2019

eNews – March 2019

In this month’s eNews we report on the ongoing Brexit uncertainties and latest HMRC advice. We also consider National Minimum Wage, National Living Wage and pension contribution increases and the ... Read more