Inheritance Tax Planning

All moderately wealthy individuals and couples should consider taking a review of their estate to minimise Inheritance tax. Without careful planning, a substantial liability may be left after you die, which would result in lower bequests than you hoped for.

Inheritance tax is charged at 40% on the value of the estate over the ‘nil rate’ threshold. You are able to use the first spouse’s nil rate band when the other partner dies, but this still leaves a large proportion of people at risk. With some careful planning, the tax burden can be significantly reduced.

We utilise tax planning methods such as:

  • Gifts using tax free allowances
  • Renewal of your wills to incorporate tax efficient change
  • The use of trusts
  • Options with the family home, any businesses or agricultural assets
  • Transfer of ownership or the sale of assets to relevant family members

Back to Specialist Tax


England & Company
7 & 8 Church Street
BH21 1JH


Tel: 01202 880384
Fax: 01202 842814


Company Registration Number: 4521252

Registered in England and Wales
VAT: 798123494



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