Inheritance tax planning means your family has one less thing to worry about

Talking about inheritance tax can be a difficult conversation. With recent legislative changes and tighter reliefs, Inheritance Tax (IHT) planning has become a priority for many people who want more of their hard‑earned wealth to stay with their families - not HMRC.

Inheritance Tax takes 40% of everything above available allowances
— almost half your children’s inheritance.

We are currently offering a review of your assets to make sure you are in the best possible position - and can feel comfortable that your affairs are up to date and tax‑efficient.

 

What we are offering

We invite both existing and new clients to review their IHT position with us. We will examine your assets, income and family circumstances and provide a clear summary of your current exposure and help you navigate the way forward with practical planning options.

On an estate worth £1 million in excess of available allowances,
£400,000 goes to HMRC — not your family.

 

How will our advice benefit you?

• Understand your current IHT exposure and the factors driving it.
• Identify practical, compliant ways to reduce liability.
• Keep your affairs current and efficient as rules evolve.
• Pass more of your wealth to your loved ones.

 

What is the cost?

Our fixed fee for the initial consultation is £2,500 +VAT.

If you’re interested in this offer, please complete this short form and member of our team will be in touch to arrange your consultation.

Don’t let nearly half your estate vanish in tax.
Book your IHT review today.