Bradford 01274 306 000
Leeds 0113 220 6270
Huddersfield 01484 915 000

Inheritance Tax Planning

Protecting your assets and estate for the future can be complex and confusing. Our skilled and specialised team safeguard your interests with a high quality service and clear, intelligent advice.

Once characterised as a tax for the wealthy, inheritance tax yields for HM Revenue & Customs are approaching record levels due to increased property prices and a freeze in the inheritance tax nil per cent rate band at £325,000.

Our specialist inheritance tax planning team can:

  • Prepare a taxation and succession planning report identifying the current liability of your estate to inheritance tax, and utilising inheritance tax exemptions and reliefs to mitigate this liability
  • Identify available tax planning opportunities with regard to death in service benefits, life insurance policies and pensions
  • Advise on the use of trusts and prepare the relevant trust documentation
  • Advise on the merits of making lifetime gifts
  • Draft tax efficient Wills.

Speak to one of our specialists today to discuss the options available to you and your family. 

Primary Contact

John Feaster

Director of Taxation Services

Direct Line 01274 377 668

Send email

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