Wills and Inheritance Tax Planning

We offer an inheritance tax planning service to all our private clients, regardless of size. Simple advance planning can often avoid considerable amounts of tax. As important is ensuring that clients have wills reflecting their wishes – tax minimisation is not everything!

Inheritance tax is charged at a flat rate of 40% on estates over £263,000 so an individual with assets of £700,000 would pay tax of nearly £175,000! Preserving wealth for the family can be accomplished in a number of simple ways – taking advantage of exemptions, setting up of trusts, appropriate financial and pension products, tax efficient wills being just some.

Our tax partner Richard Holme is a former chairman of the Kent Branch of the Society of Trust and Estate Practitioners, the leading specialist body in the UK dealing with trusts and inheritance tax planning.

For further information please contact Richard Holme.