Minimising Inheritance Tax

If your net estate is worth more than £325,000, your beneficiaries could end up paying Inheritance Tax at a flat rate of 40% to the government. The value of your property alone could easily be worth more than £325,000, especially if you live in the South East.

Reduce your tax liability

We can advise you how to best reduce your inheritance liability through tax planning during your lifetime, and in your will by:

  • making gifts
  • setting up trusts
  • taking out specific insurance policies
  • making investments
  • using the spouse exemption within your will (if relevant)

Contact us

  • call us on 020 8370 2899 for an initial discussion about tax planning or making a will
  • read our FAQs about inheritance tax and details of the recent reforms
  • read our FAQs about transferring your home to your children to avoid paying home fees.