Inheritance and Estate Taxes
Inheritance and estate taxes can have a significant impact on the wealth you leave behind — but with the right planning, much of this can be reduced or even avoided. Everyone, regardless of estate size, should have a clear plan in place. Taking professional advice now can save far more than it costs, ensuring your assets are distributed efficiently and according to your wishes.
Inheritance and estate taxes are often underestimated — yet they can represent one of the largest financial costs your estate will ever face. Without the right planning, up to 40% of what you’ve built could be lost to tax rather than passed on to the people and causes that matter most. That’s why everyone should have an estate plan in place. Proactive preparation not only brings clarity and control, but it can also save your family far more than it costs to put the right advice and structures in place.
Our role is to help you minimise your exposure to Inheritance Tax (IHT) and other estate-related taxes such as Capital Gains Tax (CGT) and Stamp Duty Land Tax (SDLT). We do this by creating bespoke strategies that are fully compliant, transparent, and tailored to your personal goals. Every individual and family situation is different — so we use a range of proven, flexible methods, including trusts, gifting strategies, family investment companies, and will-based planning, to ensure your wealth is structured efficiently.
We believe that inheritance and estate tax planning shouldn’t be complicated or intimidating. Our modern, 'pay monthly' approach offers ongoing support, so your plan evolves with changes in legislation, property values, and your own financial circumstances. This ensures your estate remains protected, up-to-date, and optimised year after year.
Taking control of your estate taxes today is an act of care — for yourself, your loved ones, and your legacy. With expert guidance and a forward-thinking plan, you can reduce unnecessary costs, protect family wealth, and ensure more of what you’ve earned goes exactly where you want it to.
