Helping individuals with their inheritance tax since 1947

Clients are often concerned about inheritance tax (IHT). We have the technical knowledge and experience to advise on the tax implications and, alongside our financial services team, can discuss any potential action to mitigate your future IHT liabilities. 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.

What customers say about us.

“Peace of mind is priceless…

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We work with thousands of people across the UK

We provide inheritance tax advice for clients across the UK, all with different tax requirements. Our depth of knowledge across our multi-disciplinary team enables us to provide our clients with the right advice.

Personal Tax frequently asked questions

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We’ve been working with businesses since 1947