Successful IHT planning involves a detailed understanding of the various exemptions and reliefs, all of which can make a huge difference to your IHT position.

Sometimes simple steps are sufficient and effective. For larger estates, more complex planning, including the use of trusts, can shelter specific assets from IHT. We can discuss all your needs with you, so that any strategy we recommend is appropriate for your particular circumstances.

Our service covers:

• Tax planning for efficient wills
• Trusts
• Insurance-based arrangements
• Post-death planning
• Domicile
• Reliefs and exemptions

To find out what we can do for you and your business, contact Clare Munro.