Suffering inheritance tax, particularly in relation to your home, is largely unavoidable. If that is the case, however, we can help to guide you as to what sort of liability may arise and to explore other planning opportunities to reduce the overall liability. We consider the wider family and your own aspirations and review matters with you at periodic intervals.
We encourage our clients to have up-to-date and relevant wills and work closely with your solicitors to ensure they are drafted to achieve the objectives you intend. We also advocate simplicity; clever structures do exist but are rarely understood fully and often incur costs that quickly erode any potential tax savings.