Inheritance Tax, advice and assistance

By working with us now to explore options to reduce your exposure to inheritance tax, you will have real peace of mind that your loved ones will be financially secure when you are no longer around to look after them.

Inheritance tax planning forms a key part of organising your financial affairs for maximum tax efficiency.

By working with us now to explore options to reduce your exposure to inheritance tax, you will have real peace of mind that your loved ones will be financially secure when you are no longer around to look after them.

We will:

  • Review your estate, including personal and business assets
  • Look at tax-minimisation opportunities, including trusts
  • Advise you on ways to make best use of the gifts and exemptions allowed under the inheritance tax regime, including lifetime gifts, annual gifts, gifts to charities and agricultural and business property relief.

And we’ll make sure that we look at your estate planning from all angles so that, for example, a gift that saves inheritance tax does not unnecessarily create a capital gains tax liability.

We are a telephone call or e-mail away

and an initial meeting is always without obligation and free of charge.

01242 541440 or
info@smith-heath.co.uk

“Whilst this web site outlines the different areas in which we provide taxation related assistance, the common thread is that of advice. We will prepare calculations and file returns on your behalf, but more importantly, we will offer advice and assistance in each and every area to ensure that your tax affairs are structured in the most efficient manner possible”