Inheritance Tax Planning

Inheritance tax has often been described as an "voluntary tax", but truly it as a tax that can be managed and the earlier you start managing it the more options you have. 

Whether it's making gifts, using other assets for retirement income and passing on your pension, taking out a life insurance policy to mitigate the bill or using tax-efficient investments I can advise on the most suitable route for your personal needs and attitude toward risk.

HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.