Inheritance Tax Reports & Planning
Understand your current exposure and the options available to protect what you’ve built for the next generation.
Best for
Business owners & individuals
Typical frequency
Review & ongoing planning
Delivered via
IHT position report
Clarity on where you currently stand.
A clear picture of current exposure and the realistic options available to reduce it.
01
A current inheritance tax position report
02
Review of available reliefs, including business property relief
03
Options for gifting, trusts or restructuring
04
Coordination with wills and wider estate planning
A straightforward process, start to finish.
01
Establish the current position
Assets, business interests and existing exposure.
02
Identify available reliefs
Including business and agricultural property relief where relevant.
03
Discuss the options
Gifting, trusts, or structural changes, explained in plain terms.
04
Plan and review
Revisited periodically as circumstances or legislation change.
Business owners thinking beyond their own lifetime.
Especially relevant where a business forms a significant part of an estate, or where succession to family members is being considered.
Business owners | Family businesses | Individuals with significant assets
Before you get in touch
Back to advisory overview
See all nine advisory services in one place, including inheritance tax reports and planning.
Business disposal planning
If a sale or succession is on the horizon, disposal planning and inheritance tax planning are closely linked.
