Inheritance Tax

Working closely with you and our personal tax and financial services teams we identify strategies, which will incorporate the use of available reliefs and exemptions relevant to your personal circumstances. These need to be planned and implemented sensitively as succession issues and family arrangements should usually take priority. Flexibility is typically a key feature of a successful strategy, while also being aware of the tax consequences.

Depending on the client’s goals, implementing a strategy is likely to involve one or more of the following:

  • lifetime gifts;
  • drafting, or revising an existing Will;
  • establishing trusts;
  • life assurance.

As Chartered Accountants you can be confident that we have the specialist knowledge to assist you with your tax affairs. Read our latest guide on Discretionary Trusts in Tax Planning for more information.



Malcolm McKinnell
Co-Founder and Partner
Simon Boxall
Personal Tax Director
Tom Kirk
Personal Tax Manager