Trusts and inheritance tax planning

Inheritance tax planning

We can calculate your inheritance tax exposure and recommend ways of mitigating your tax liability, both by careful lifetime planning and by structuring your will and trusts efficiently, in order to maximise the benefit for your family. 

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UK inheritance tax is principally charged on death, on some lifetime gifts, and on assets held in trust. We can help you to mitigate your exposure now and for future generations. 

With careful planning and help from our team, we can ensure that you are prepared for all inheritance tax matters. 

Our team is highly experienced in inheritance tax planning and we can help you to ensure that your family's needs are taken care of now and in the future. We'll work closely with you to determine the level of your exposure to inheritance tax and advise you on how to take advantage of the exemptions and reliefs available.

Our support covers all aspects of inheritance tax planning from drafting tax efficient wills to advising on transferring assets efficiently to spouses and civil partners to preparing and filing inheritance tax returns.

We can help you plan lifetime gifts, gifts out of income to save inheritance tax, and potentially exempt transfers, and if you'd like to make a charity donation to reduce the value of your inheritance tax, our team will guide you every step of the way.

And for non-domiciled clients, we can advise you on international inheritance tax matters.

Our international network enables us to work with lawyers overseas to meet your cross-border objectives. Our aim is to give you seamless service by co-ordinating the advice you get so that you are not sent to multiple lawyers across a number of jurisdictions. 

Recent Experience

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