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Inheritance Tax Advice

Inheritance tax is a worry for many people, particularly those living in the South East, where property prices in and around the London area push many individuals within the scope for inheritance tax.

We're here to help, not hinder

Concerns are often focused around the need for the family to sell the family home, or family assets to pay the tax becoming due upon death, or it can just be a justifiable view that having worked hard to build a stable financial position, you don’t wish to pay a huge further tax charge on death.

Whatever your situation, we understand that planning for the long term can be a challenge and dealing with things in a fair way within the family can be a delicate situation.  However, with the right planning, genuine tax savings can often be realised, particularly where planning is carried out over a longer period of time.

It's never too early to plan

After a friend or family member has passed away, we provide services to assist with the management of inheritance tax, giving you peace of mind that even at that time, all planning opportunities are exploited whilst still ensuring everything is compliant with HMRC.  Often this forms part of our probate services, dealing with the legal work alongside the tax.

Our services cover:

  • Dealing with inheritance tax after death
  • Providing planning services for individuals looking to minimise their liability.
  • Advising on Business Property Relief
  • Dealing with HMRC enquiries in relation to inheritance tax

It is never too early to start thinking about inheritance tax and with appropriate planning, savings can often be made.  Contact us for more information on our inheritance tax planning services.

Have a query around inheritance tax?

Get in touch with us, and a member of the Wisteria team would be happy to get in touch