Inheritance Tax (IHT) is often referred to as the ‘voluntary tax’.  Despite this, the 40% charge made on death by HMRC affects thousands of families across the UK, especially those who have not put plans in place to reduce this bill.

You don’t have to be a millionaire to have an IHT problem. Many people prefer not to think about taxes that are due on their death, but getting expert advice could save you and your family a considerable sum of money. However, being aware of the potential problem is only the start. What you really need to do, is make sure you take some action now.


Thankfully there are a range of options available to reduce the tax payable or even eliminate it entirely. As with most financial planning, the earlier you can start, the more choices you will have available to you. With the range of exemptions and reliefs on offer there is usually some scope to reduce the burden, even for our older clients.

Any statements made regarding taxation and legislation are based on our understanding of the practice currently in force and are subject to change at any time. Whilst we believe them to be correct, they may not necessarily apply to your personal circumstances and we cannot accept responsibility for the affect of any future legislation or changes in HM Revenue & Customs (HMRC) practice.

Our advice is entirely confidential

We will be happy to discuss all of your options in full, giving you the peace of mind that your affairs are in order.