our services :: tax planning :: inheritance tax

All too often, people fail to consider the tax liabilities that may arise on their death, or take appropriate steps to structure their affairs in a tax-efficient manner. This can often be due to the misconception that inheritance tax is only payable by the “super-rich”. However, with the recent increase in property values, increasing numbers of people are more likely to leave an estate that is liable for inheritance tax.

Even if you have made provisions, you may not have reviewed your arrangements recently, particularly if there have been any changes to your personal circumstances, such as divorce, remarriage or additions to your family.

We provide proactive advice to help you minimise your exposure to inheritance tax and maximise the wealth you can pass onto your loved ones.

Our advice includes:

• Tax efficient wills.
• Property and share ownership for the long-term protection of family wealth.
• Creating lifetime trusts.
• Solutions for non-domiciled clients.
• Maximising inheritance tax reliefs.
• Lifetime planning that includes the gifting of property and the use of trusts.
• Making a post-death deed of family arrangement.
• Holding assets eligible for business property relief and agricultural property relief.


Tax-efficient Remuneration
Employee Share Schemes
Capital Gains Tax
Stamp Duty Land Tax
Incorporation
Trusts
Valuations

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