INHERITANCE TAX PLANNING, TRUST FORMATION ETC
- HOW WE CAN HELP

Inheritance tax is payable on a person’s estate which is currently 40%. Our team can assist you in advising how you can limit how much inheritance tax you pay, this can be done through trusts or lifetime giving.

We can create trusts and also advise on the tax efficiency and implications of such Trusts, and can deal with annual tax returns and the requirements for periodic Inheritance Tax accounts. We can also advise Trustees on their powers and duties in the running of a Trust.