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 dependants, especially your spouse and children.

By building an sensitive understanding of your family circumstances and wishes, and applying our specialist experience of inheritance tax and  tax-efficient structuring, HMRC’s claim on your estate could be minimised so your loved ones receive more of your wealth.

We also have expertise in the tax-efficient use of trusts in the UK and overseas (offshore trusts), we can also organise wills and Lasting Power of Attorney for you – comprehensively protecting your estate and giving you peace of mind.

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

Click here to provide your details

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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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