Our tax services
Estate planning and inheritance tax
Could your clients be missing out on IHT saving opportunities? How can you help them avoid the many pitfalls of complex anti-avoidance legislation? We can advise on one-off issues or design and implement comprehensive estate and succession planning strategies for your clients.
Potential areas of interest
- You want us to assess your client’s potential inheritance tax exposure and identify the possible reliefs and exemptions available
- You need advice on how your client can pass assets to their intended beneficiaries in the most tax effective way - either under the terms of their will or by lifetime gifts
- You need assistance navigating the complex area of cross-border planning because your client owns assets in different countries or has a close connection (by birth or marriage) with another jurisdiction
Benefits of working with our Tax Support for Professionals team
- In association with qualified financial advisers we can help identify investment strategies that can save your clients money on their tax bills
- We can give practical guidance on lifetime giving and avoiding common pitfalls along the way
- You’ll have peace of mind knowing that your clients’ financial arrangements will have the least possible effect on their family on death
Our specialist tax services include
- Inheritance tax advice
- Pre-owned assets tax advice
- The development of estate planning strategies
- Advice on domicile issues
- Advice on international cross border estate planning
- The administration of UK and international estates
- Assistance with the creation, administration and termination of UK and non-UK resident trusts
- Advice on tax and succession planning strategies for trading and investment businesses
- Advice on tax effective wills
- Advice on post-death tax planning, including instruments of variation and disclaimers
- Reviews of existing tax planning arrangements
To find out more about how we can help you, please contact your specialist tax adviser.
Key contacts for this service| Ian Maston | T 020 7893 3855 | E |
| Nicholas Hughes | T 020 7893 3768 | E |
