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Inheritance Tax Planning

The importance of estate planning

Successful estate planning helps you to better control the amount of tax you are liable to pay on the wealth you accumulate. You’ve worked hard to build up your current wealth. You may have taken risks, devoted long hours to building up your business or made sacrifices to establish your investment portfolio. At the same time, you’ve probably paid a significant amount of tax in the form of:

  • Income Tax
  • Corporation Tax
  • Capital Gains Tax
  • Stamp Duty Land Tax
  • National Insurance
  • and of course...Inheritance Tax (IHT)

To read more download our Inheritance Tax guide by clicking here.


Our inheritance tax calculator allows you to find out your approximate IHT liability based on the current value of your estate. It takes into account property, investments and cash, and any Nil Rate bands you may be entitled to.

To use the Inheritance Tax Calculator, click here

For more information please get in touch. 

If you would like to learn more, or receive advice tailored to your personal circumstances, then please get in touch.

HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be forseen.



Financial advice

Our experienced Financial Advisers are based across the UK.  Please arrange an appointment to discuss your needs and requirements.