Cowgills statement and position on COVID-19   |   View

Tax

Inheritance Tax Planning

Effective inheritance tax (IHT) planning can help protect you and your family now and in the future. IHT planning can be complex but with expert advice from our team, you can be assured that you are in safe hands.

Not many realise that IHT is not just a tax on death, for example, you need to think about IHT if undertaking a transaction or when you make a transfer into most trusts, IHT may be payable.

We have the knowledge and experience in delivering effective solutions for our clients. We work closely with our Wealth team to come up with solutions that are tailored to your specific needs to protect your wealth and limit tax liabilities. For example, a well drafted Will can reduce and, in some cases, eliminate your IHT liability enabling you to pass on more of your wealth to future generations.

Our team can help you with:

  • Fully utilising existing IHT allowances and reliefs
  • Tax efficient structuring of Wills
  • Benefits of using trusts
  • Using Family Investment Companies (FIC)
  • Business Property Relief reviews

Get in touch to find out more about our service and how we can help you.

Speech Bubble

Come and See us

We would be delighted
to hear from you.

Meet the team

Lisa Wilson

Lisa Wilson

Partner

Lisa Wilson

Partner

Andy Ball

Andy Ball

Partner

Andy Ball

Partner

Kelly Garside

Kelly Garside

Director

Kelly Garside

Director

James Greenhalgh

James Greenhalgh

Director

James Greenhalgh

Director

Carolyn Van Hecke

Carolyn Van Hecke

Senior VAT Manager

Carolyn Van Hecke

Senior VAT Manager