Estate & Tax Planning

On your death, Inheritance Tax may be due if the value of your estate (cash, shares, property and the like) exceeds the threshold – currently £325,000.

  • Margaret Grundy
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  • Jean Massih
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Anything over that amount may be taxed at 40%. But with careful planning, your children and grandchildren could face a far lower bill than you might think.

We can advise you on the various ways in which you can minimise the amount of Inheritance Tax payable when you die.  This could be by making your Will more tax efficient; or by the use of gifts and exemptions such as lifetime gifts, annual gifts and gifts to charity.