Inheritance Tax Planning Services in Berkshire and Surrey

Inheritance Tax Planning

Inheritance Tax is a considerable charge on your estate at death which reduces the amount of money your family will inherit. You have worked hard to build your estate to pass on to your family and, with the correct planning, this tax can be reduced dramatically. We are able to advise you on your current Inheritance Tax liability and the ways in which it can be mitigated. We can advise you on lifetime gifting or the formation of trusts. We, also, work closely with trusted financial advisers who can advise you on making investments which are efficient for Inheritance Tax purposes.