With over five decades’ experience serving a diverse range of clients in the South West, we possess an unbeatable depth of knowledge across a wide range of industry sectors.

Our specialist partners and teams can provide expert advice on everything from farming and agriculture, to military tax allowances. We’re here to help you make the most of your planning opportunities so that you can grow with confidence.

Inheritance Tax

Inheritance Tax

An effective plan with regards to Inheritance Tax (IHT) planning and its implications for you can make a significant financial difference to your beneficiaries.

We take a broad view of your situation to define the best ways to pass your wealth on.

Our Inheritance Tax service includes:

• Gifting during your lifetime

• Increasing your pension contributions

• Leaving a portion of your wealth to charity

• Reviewing the appropriate inheritance tax reliefs that may be available

• Setting up trusts for named beneficiaries

We’ll work with you to design the best way to pass on your wealth, so you can feel secure about the future of your family – making sure that you retain control over your assets in your lifetime.

If you’d like assistance in securing the future of your family, get in touch using the form below.

Get in Touch

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