Inheritance Tax Planning

Understand the potential tax burden associated with your estate and options available to you to reduce the charge.

We will work with you to determine the size of your estate to see if there is a liability to inheritance tax. Should there be a potential liability we can advise you of actions that you may take to mitigate some or all of the potential charge, which could include:

  • What to include in your will
  • Lifetime transfers
  • Trusts

The benefit to you is to protect your financial future and look after your family.

Call us to talk about it on 01254 665 655

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If you are looking for a team of reliable, approachable, and proactive accountants who will do more than just respond to your needs but work alongside you to help you succeed you have come to the right place.

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