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Increases in property, share and asset values can result in an unexpected inheritance tax liability that your beneficiaries may be faced with upon your death. We provide bespoke independent advice to help you meet your wishes regarding your estate and reduce your exposure to inheritance tax. Working with your solicitor and financial adviser we can:

  • Help you understand how much your estate is worth, and the potential inheritance tax that may be due
  • Ensure you benefit from capital gains tax and inheritance tax exemptions and reliefs
  • Help you understand the tax implications of acquiring or disposing of capital assets to ensure no tax surprises
  • We help trustees and executors meet their UK tax obligations by calculating their tax liabilities and preparing and filing trust and estate tax returns.