Inheritance Tax PlanningInheritance Tax Planning

  • Inheritance Tax Planning - Financial Advisor in Bristol, Exeter, Bath & Plymouth -
  • Please call us now on 01934 644199 for a no obligation consultation.

Expert advice for you in planning to avoid or minimise inheritance tax

Guidance on How to Mitigate the Impact of Inheritance Tax (IHT)

We can help you avoid IHT by advising you on:

  • How to gift assets and retain a measure of control;
  • Will planning;
  • Trusts.

Use Our Expertise in IHT Planning to Your Advantage

We recommend ways of mitigating IHT that have stood the test of time and are unlikely to come under the spotlight of the taxman.

Recent changes in the IHT rules may have rendered some IHT planning schemes ineffective, so if you have a scheme in place, let us review it with you to ensure it still effectively meets your needs. We can advise on many alternative schemes that can help you.

Please contact us about this service or call us now on 0845 230 4990 to arrange a consultation.

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