Inheritance tax planning

Inheritance Tax could have an impact on your estate if the value of your assets less your debts is greater than the Inheritance Tax threshold (£325,000 this tax year). To speak to a member of our probate team in relation to Inheritance Tax planning please call: 08442 451 001.

Through careful planning you can ensure that maximum use is made of your Inheritance Tax 'allowance' available on death. An Inheritance Tax efficient Will is a good starting point and, in most people's cases, could be all that is needed.

Areas of specialism
  • Inheritance Tax planning through Wills
  • Inheritance Tax planning through lifetime gifting
  • Creation and administration of trusts to pass on wealth

Use our online inheritance tax calculator to see how your estate will be affected.

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Olwen Williams
Trusts and Estates Department Manager
T: 01942 774228 (DDI)
F: 01942 774533
E: