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Personal Estate & inheritance tax planning

From simple wishes to complex tax structuring, we can help you ensure that the people you love will benefit most

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Our specialist private client services

You’re likely to want to pass as much of your wealth to your loved ones as possible. And you’ll want to provide for your dependents. From simple wishes to complex tax structuring, we can help you ensure that the people you love will benefit most.

We can help answer your inheritance tax (IHT) questions and guide you through the factors that may affect the actual amount of IHT your estate will have to pay, like your domicile, marital history, location of your assets and composition of your estate.

By structuring your estate tax-efficiently, HMRC’s claim on your estate could be minimised so your loved ones receive more of your wealth.

Our tax expertise includes specialist knowledge of:

  • IHT exemption for your spouse
  • Residence nil rate bands
  • Gifts to beneficiaries during your lifetime
  • Transfers of property in your lifetime
  • Life insurance to cover IHT liability

As well as advice on IHT and other taxes, our estate planning services cover:

  • Wills and Deeds of Variation
  • Trusts (UK and offshore)
  • Lasting power of attorney (LPA)
  • Life insurance through our associated independent financial advisers

Talking Tax: Inheritance tax

Geraint Jones, Private Client Tax Partner, gives an introduction to IHT.

Contact Ryan

Ryan Bevan

Head of IHT, Trusts and Estates

View Ryan Bevan's profile

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