We’ll help you understand your current IHT exposure and implement proven strategies to mitigate it. This includes the use of nil rate bands, exemptions, lifetime gifting, will planning and structured transfers that fall outside your estate over time.

If you own a qualifying trading business, we will ensure you have the guidance to structure your business and activities to meet the criteria and maximise relief through Business Property Relief (BPR), one of the most valuable tools available to business owners planning for succession.

Trusts can be a powerful way to manage wealth, retain control of assets, mitigate tax liabilities during your lifetime and after your death. We will advise on suitable trust structures, how they are taxed, and how they can be used as part of a wider estate strategy

We can also guide you through the Family Investment Companies as an alternative or complimentary to trusts, offering control, flexibility and potential tax efficiencies around income, capital gains, and longer-term estate planning.

We’ll help you make full use of gifting exemptions, taper relief, so you can reduce the taxable value of your estate while supporting your loved ones today.

Estate planning often overlaps with Capital Gains Tax, and we can advise on when to trigger disposals, hold assets, or use trusts and company structures to minimise overall tax exposure across both CGT and Inheritance Tax (IHT).

If you’re UK non-domiciled or have international links, we’ll assess your domicile status and advise on its impact on your estate. We can help implement planning that reflects both UK and cross-border tax rules.