Inheritance Tax &
Estate Planning
Structured estate planning and sophisticated inheritance tax mitigation built to protect your family legacy and corporate continuity.
What we help with
Our strategic frameworks coordinate estate preservation, intergenerational asset transfers, and robust tax mitigation.
Inheritance Tax Planning
Protect family wealth through structured legal tax planning.
We conduct a rigorous review of your assets, utilizing standard Nil-Rate Bands (£325,000) and Residence Nil-Rate Bands (£175,000) alongside strategic structures to legally minimize your overall tax liability.
Estate & Probate Support
Clear financial and tax guidance during the estate administration process.
We support executors and families with inheritance tax reporting, estate accounts and financial administration alongside legal advisers. This practical support is designed to help families stay organised and financially informed during estate administration.
Family Wealth & Succession
Unified tax strategies for multi-generational wealth preservation.
Securing your family legacy requires a broad perspective. We help you design long-term structures — including Family Investment Companies — to transition asset control tax-efficiently.
Trusts & Gifting
Leveraging structured lifetime gifts and trust frameworks.
We guide you on the 7-year gifting rules, set up bespoke trusts, and ensure asset transfers are conducted securely and in complete compliance with tax laws.
Estimate your exposure
Use our interactive inheritance tax calculator to understand potential exposure and evaluate structured planning thresholds.
Interactive IHT Calculator
Aligns with current UK tax legislation and RNRB tapering laws.
Personal Profile & Allowances
Your marital status and how you plan to pass on your primary home dictate your dynamic tax-free thresholds.
Inheritance Tax
Liability
- Gross Estate Value:£800,000
- Liabilities & Deductions:£50,000
- Net Taxable Value:£750,000
- Standard Allowance (NRB):£325,000
- Property Allowance (RNRB):£175,000
- Remaining Net Assets:£650,000
Your estate faces a significant estimated IHT liability of £100,000. Advanced vehicles like Family Investment Companies (FICs), discretionary trusts, or business property restructuring should be actively explored.
Common questions
Strategic guidance answering key inheritance tax and family succession planning queries.