Gift & Inheritance Tax

Nobody likes paying inheritance tax, so we help you try and keep it to a minimum.

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How We Can Help

We advise on all aspects of gifts and inheritances tax. We can assist in preparing tax returns and planning the transfer of wealth to the next generation.

We work with Executors, Beneficiaries and Solicitors to ensure that all inheritance tax matters are completed.

We can devise a strategy whereby assets can be passed to successors in a tax efficient manner without impacting on the objectives of the client. Our strategy takes into account potential charges under other tax heads (e.g. capital gains tax and stamp duty).

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What We Offer

Our services include:

  • Listening to our client’s personal wishes with regard to the distribution of assets. This is the most important step in the planning phase and we can prepare tax solutions around our client’s personal wishes.
  • Preparing initial computations of the likely tax liabilities attaching to the assets of the estate and identify assets that qualify for reliefs.
  • We can provide recommendations/advice to our clients on options available to them to minimise future inheritance tax liabilities through actions during their lifetime. This may involve changing uses of assets, restructuring and the transferring of assets.
  • We can assist our clients in preparing their Wills with their solicitors to ensure that it is drafted in a tax efficient manner.

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