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Inheritance Taxation

Many people see inheritance tax as something to worry about when they are older.  

This is not the case, however, and our clients are increasingly seeing the merit in focusing upon their inheritance tax position earlier rather than later.

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Inheritance tax features heavily in Will planning, where it is crucial to optimise the position.  However, it is equally (if not more) important to focus upon what steps could be taken during lifetime to minimise the tax burden upon death.  We can advise on the availability of the breadth of inheritance tax reliefs and the viability of trusts or other investment vehicles for the benefit of future generations.  For more information, see Succession Planning.

Opportunities exist at various points during your lifetime to put planning in place.  Often the options are greatest when an individual has received cash funds themselves (for example, an inheritance or on downsizing) as this gives flexibility to gift assets without triggering other tax charges.  We also have a great deal of experience in assisting entrepreneurs who are selling their business to take steps pre-sale which create trusts for future generations.  For more information, see Corporate Exits.


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