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Inheritance Tax Planning

Inheritance Tax is a tax on the estate (the property, money and possessions) of someone who has died. Following a tragic event such as this, we understand that legalities are the last thing on your mind. We will look into the complications and ramifications of your succession planning for all aspects of Inheritance Tax for you so that your interests are protected. 

Some useful information to note:


  • There is normally no Inheritance Tax to pay if the value of your estate is below the £325,000 threshold 

  • You leave everything to your spouse or civil partner, a charity or a community amateur sports club.

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