Talking Tax with Geraint Jones: introducing inheritance tax

Geraint Jones, our Head of Private Client Tax, sat down with Anthony Newgrosh, our Head of Tax Consultancy, to talk about inheritance tax (IHT). Their discussion covers:

  • An overview of how IHT works
  • The relationship between IHT and UK domicile status
  • Tax planning techniques: IHT exemptions, use of trusts
  • When to start IHT planning

To find out more about how Geraint and our tax experts can advise on IHT and estate planning for you and your family, please get in touch with your usual BKL contact or use our enquiry form.

NICOLA HALL

BILSHAN MENSAH

Sam Inkersole

In 2022, Sam won the Taxation’s Rising Star award at the Taxation Awards in and was named in the Accountancy Age 35 Under 35.

Jon Wedge

While Jon’s client work focuses on the financial services sector, he also oversees the firm’s assurance service, as well as supporting the trainees following in his footsteps.

ELANA DIMMER

Elana joined us in 2017 as an ACA trainee, after graduating from Durham University where she had studied languages. She is now a manager in our assurance team.

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