Inheritance tax planning

Inheritance Tax is an issue which affects a lot of our clients. Now that the value of many houses is above the IHT threshold, it is important to plan carefully with financial assets, where there is more flexibility.

There are ways to mitigate Inheritance Tax with savings products and by using tax and trust law. It is a complex area and we work closely with our in house experts. We are familiar with life assurance products and with trust administration, two of the most popular forms of inheritance planning.

For more information about Inheritance Tax planning click here. 

Recently Aim, London Stock Exchange's market for growth companies, has offered some attractive Inheritance Tax planning opportunities, and we have set up an Aim Service to take advantage of them.

Contact us

To speak to an expert in the investment team about Inheritance Tax contact a member of the team.