Private client

Estate & Inheritance Tax Planning


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 questions and guide you through the factors that may affect the actual amount of inheritance tax 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.

Once you’ve filled in some basic details, we’ll be in touch to set up a meeting with you to discuss how to protect your estate.

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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, BKL’s Head of Private Client Tax, gives an introduction to inheritance tax (IHT)

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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 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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