Inheritance
Inheritance Tax
Working closely with our clients we develop future strategies. These need to be planned and implemented sensitively since inheritance tax is only one of the considerations; often succession issues and family arrangements take priority.
Implementing a strategy is likely to involve revising wills, and may utilise trusts if appropriate. There are also a number of tax products and tax efficient investments which can be used to mitigate inheritance tax. We work closely with our clients' lawyers or introduce lawyers suited to clients and the nature of the work. We believe that our clients' interests are best served by the complementary expertise of both a lawyer and tax expert.